News and resources for Canada's top financial advisors
Est. 1998
Technology
Digitization can provide product advice, but clients still want to talk to humans
By Greg Meckbach |October 11, 2022
2 min read
The long-awaited change has implications for investors
By Daniel Calabretta |September 15, 2022
Many investors with advisors are trading crypto via platforms such as Coinbase and Binance
By Daniel Calabretta |September 13, 2022
1 min read
Automated advice optimizes debt management, FCA finds — if consumers let it
By James Langton |August 30, 2022
More than one-third of millennial DIY investors surveyed in Canada have invested in cryptocurrencies
By Staff |May 26, 2022
A report from Greenwich says technology makes investing more accessible but no less complex
By Staff |February 22, 2022
IOSCO sets guidance on overseeing AI use for investment firms, asset managers
By James Langton |September 7, 2021
Industry
Technology presents opportunities as well as challenges for firms, FINRA said
By James Langton |August 16, 2021
Canadian regulators are also trying to come to grips with regulating crypto trading firms
By James Langton |June 3, 2021
One in four clients reported having at least one problem with their firms over the past 12 months
By Rudy Mezzetta |May 27, 2021
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.