President of Mako Financial Technologies explains how flexible platform for wealth firms puts relationships back in focus
New solution provides real-time market visibility on Canada-listed ETFs for mutual fund advisor community
Marriage of tech firms' capabilities promise new possibilities for investment advisors and wealth management professionals
Acquisition of digital marketing platform opens door for wealth firms to challenge new frontiers of client engagement
EY wealth research suggests firms need product breadth and qualified advice to retain and attract clients
President and CEO Ian Russell points to 'game-changer' technology advances as crucial factor behind revenue and asset increases
