Customers share case studies on using Appway’s Client Onboarding for Wealth Solution
His extensive experience and knowledge will be invaluable in his new position
With the CSA year-end deadline looming, a few holdouts are still waiting to see what the regulators will do
CI's 'no-compromise' model is attracting top US firms even as it's deepening its inroads in Canada
Jan Sampson joins as the firm seeks to accelerate its digital transformation agenda and growth initiatives
Proud CEO Jos Schmitt reflects on his career so far after receiving lifetime achievement honour at the 2021 WP Awards
After a hugely successful day two of the WP Awards, we wrap up the remaining 11 winners, including advisor of the year and lifetime achievement
After more lively virtual panel discussions with our finalists, the remaining 11 award winners were announced, including advisor of the year
After surveying more than 1,700 advisors and wealth professionals, we salute the standout individuals and 15 firms that have excelled
New executive will work to grow firm while focused on overall P&L and pursuing cutting-edge tech platforms
