Finalists revealed for Wealth Professional Awards

It’s the biggest night of the year in the calendar of Canadian financial advisors – and now the finalists are revealed

The diversification of advising

Having success as a financial advisor in 2016 increasingly means being an excellent all-rounder

Responding to the rise of robo-advisors

As a provider of digital solutions for the financial services sector, the emergence of robo-advisors in recent times has obviously had a big impact on EquiSoft

Being prepared for the new reality on fees

Any discussion on the wealth management business over the past year will have included one topic for sure: CRM2

Saving time on compliance through technology

When it comes to bugbears in the advisory world, the rigorous demands of compliance departments usually feature pretty prominently in most discussions

Technology’s evolution a challenge for advisors

As any advisor in the wealth management business is well aware, being able to harness technology to your advantage is a vital part of the job these days