Investments

Why the tech stack is key to advisor and client satisfaction

After locking down some big clients, CapIntel CEO offers insights into why the tech a firm uses can become the most tangible part of their experience

Why the tech stack is key to advisor and client satisfaction

CLIML announces fund caps and fee cuts

Effective July 17, CLIML will introduce soft caps and reduce fees on select mutual fund series

CLIML announces fund caps and fee cuts

How is generative AI transforming Canadian wealth management?

Learn about GenAI's role in reshaping Canada's advisory scene, balancing innovation, and regulation

How is generative AI transforming Canadian wealth management?

HEC Montréal and iA Financial Group forge sustainable finance partnership

Donation from iA Financial Group boosts sustainable finance research at HEC Montréal

HEC Montréal and iA Financial Group forge sustainable finance partnership

HEC Montréal and iA Financial Group forge sustainable finance partnership

Donation from iA Financial Group boosts sustainable finance research at HEC Montréal

HEC Montréal and iA Financial Group forge sustainable finance partnership

Mackenzie launches emerging markets ex-China equity fund

Explore diverse emerging market opportunities with Mackenzie's new fund, excluding China investments

Mackenzie launches emerging markets ex-China equity fund