Wealth Technology

Imagining the AI-powered future of the financial planning profession

Demographic shifts will pave the way for machine learning tools to empower advisors, says CEO of wealth tech firm

Imagining the AI-powered future of the financial planning profession

Here's how to draw new clients into the fold more quickly

New software option to onboard prospects faster is coming to Canada this fall

Here's how to draw new clients into the fold more quickly

How Hardbacon is gathering strength to go global

From consolidating its Canadian position, the fintech plans to expand to help more people make better financial decisions

How Hardbacon is gathering strength to go global

Using tech to bridge the wealth personalization gap

InvestCloud co-founder walks through challenges and possibilities in teaching clients and DIY investing

Using tech to bridge the wealth personalization gap

Most younger Canadians' wills make charity part of their legacy

Despite the significant advantages a will can offer, RBC finds many Canadians still do not have one

Most younger Canadians' wills make charity part of their legacy

With SOC 2 certification, Mako doubles down on commitment to client confidence

Firm's chief technology officer on how internal management mitigates risks and cyber threats

With SOC 2 certification, Mako doubles down on commitment to client confidence