Wealth Technology

How advisors, firms can assess where AI adds value and where it's just a sticker

Tech leaders explain how they integrated AI into their model, highlighting the functions that require an AI and the functions that don't

How advisors, firms can assess where AI adds value and where it's just a sticker

Performance at the heart of Croesus' strategy

The president reviews his first year at the helm of the Canadian leader

Performance at the heart of Croesus' strategy

Canadian organizations now rank AI as an investment priority alongside cybersecurity

New survey highlights how important AI has become to business in 2025

Canadian organizations now rank AI as an investment priority alongside cybersecurity

As Canadian CEOs beat peers in AI adoption, OSC report reveals a worrying trend

What should investors be told about the risks companies take in using AI?

As Canadian CEOs beat peers in AI adoption, OSC report reveals a worrying trend

Why robo-advisors aren’t your competition

With lower fees and hybrid services, robo-advisors reshape access to financial planning, not replace it

Why robo-advisors aren’t your competition

CapIntel partners with wealth firm to integrate proposal tools into advisor platform

Richardson Wealth integrates CapIntel system to assist advisors with client-facing proposals

CapIntel partners with wealth firm to integrate proposal tools into advisor platform