Wealth Technology

Digital vs. personal - which wins in the advisor-client communication clash?

Despite advances in technology, top advisor argues there's no replacing the human touch

Digital vs. personal - which wins in the advisor-client communication clash?

How advisors can help families boost their financial resilience

Just four per cent of Canadians seek guidance from a financial advisor

How advisors can help families boost their financial resilience

ChatGPT artificial intelligence fails ETF challenge

ChatGPT challenged to 'design an ETF to deliver a return uncorrelated to the U.S. stock market'

ChatGPT artificial intelligence fails ETF challenge

How partnership puts client conversation front and centre

'When we were introduced to each other, it just made sense,' says fintech firm founder and CEO

How partnership puts client conversation front and centre

What does ChatGPT mean for the wealth industry?

Leading voices from the wealthtech and financial advisory spaces weigh in

What does ChatGPT mean for the wealth industry?

How Planswell is marrying AI with human relationships

Financial planning platform believes it can embolden advisors to enhance their client offering

How Planswell is marrying AI with human relationships