CIBC embraces AI as report shows increasing digital competition

Canada's major financial institutions recognize that providing strong digital offerings is increasingly essential for market share

Is 2021 when digital onboarding goes mainstream for wealth firms?

Montreal fintech says embracing data connectivity makes life more efficient and convenient for advisors

Behind-the-scenes company that enables holistic financial planning

Start-up CEO on why there is a 'huge opportunity' for advisors to update the way they are working

Questrade told to 'cut the bull' and recognise full advice picture

Advisor makes no excuses for underperforming peers but says discount brokerage's ad campaign is deceitful spin

Canadian investment firms are risking losing clients says JD Power

New survey reveals a real issue for firms as interest in digital investment options intensifies while the tech too often disappoints

Coronavirus crisis spells woe for online brokerages

Platforms grapple with outages and prospective declines in interest earnings

Canadians underrate impact of investment fees, finds study

Poll of investors points to need for re-evaluation amid concerns about retirement savings

Wellington-Altus in strategic arrangement with INFOR Financial

Rapidly growing independent to offer clients “preferred access” to range of new investment options and products

High-touch JSK practice targets $1 billion landmark

Partners explain how they plan to outwork rivals and consolidate assets, and why cost and compliance pressures simply highlight their value

The RRSP myths that hold Canadians back

A new survey sheds light on what Canadians know — and don’t know — about RRSP investing