FP Canada and the Institute's Fintellect initiative focuses on tech's role in financial planning
Discover what makes a successful financial advisor in the province
Canada's most populous province shines with 32 pre-eminent advisors raising the bar
Fintellect Task Force head unpacks potential risks and future wins – for both advisors and clients – from evolutionary AI technology
Fintellect Task Force members lay out scale of wealth technology opportunity, challenges for advisors
Joint initiative will investigate emerging technologies' potential to elevate planning practice and accessibility to Canadians
From diversity, impending recession, and client hand-holding – advisors are still looking for direction
In part one of our new three-part series, advisor tells WP of the hypocrisy and lack of representation within the wealth industry
Advisor believes it could be set for a re-emergence as investors weigh up safe havens
Advisor warns against knee-jerk reactions but said trade tensions are having real effect
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