Industry news

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

Former advisor arrested for allegedly embezzling millions from clients

RCMP charges Marc St. Pierre with fraud, after allegedly withdrawing client funds in Red Deer

Former advisor arrested for allegedly embezzling millions from clients

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

Top cryptocurrencies in Canada revealed

New study by Bombastic.com identifies Bitcoin and Ripple as leaders in Canada's burgeoning crypto market

Top cryptocurrencies in Canada revealed

Canadians plan to invest tax refunds this year

Investor's Edge poll finds only 12% of Canadians will invest their tax refunds amid economic uncertainty

Canadians plan to invest tax refunds this year

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?