Wealth Technology

Mackenzie launches emerging markets ex-China equity fund

Explore diverse emerging market opportunities with Mackenzie's new fund, excluding China investments

Mackenzie launches emerging markets ex-China equity fund

Canada's budget unveils steps for open banking and domestic investment

The federal budget introduces regulatory changes for banks and aims to boost local investments by pensions

Canada's budget unveils steps for open banking and domestic investment

Conquest partners with Desjardins to enhance financial planning

Conquest's AI platform will now support nearly 1,400 advisors across Canada, boosting personalized financial advice

Conquest partners with Desjardins to enhance financial planning

Former BlackRock executive joins investment technology firm SimCorp

New hire will lead the firm's operations in the Americas

Former BlackRock executive joins investment technology firm SimCorp

Scotiabank and Willful ease estate planning

New partnership makes will creation simple and affordable, tackling major barriers for Canadians

Scotiabank and Willful ease estate planning

Meet Croesus' new President

Vincent Fraser introduces himself to WP, shares what he plans to do for advisors at the wealth tech firm

Meet Croesus' new President