Study shows clients want proactive guidance, but most apps only deliver basic functionality
PEAK celebrates awards for innovation and advisor support at the 10th Wealth Professional Awards
President of Broadridge Canada outlines the promises of technologies like generative AI for advisors, highlights where advisors may want to focus
OSC's new tool lets investors experience how gamification influences their trading behaviour in real time
Advisors can now use CapIntel’s proposal tools with FactSet's analytics, enhancing client engagement
IG advisors will offer clients digitized estate planning tools through a new partnership with ClearEstate
