Wealth Technology

Envestnet, Interactive Brokers launch innovative investment solutions in Canada

Direct indexing and predictions market launches highlight focus on Canadian market

Envestnet, Interactive Brokers launch innovative investment solutions in Canada

Federal election to bring much-needed stability to Canadian markets: portfolio manager

Election to be held on April 28

Federal election to bring much-needed stability to Canadian markets: portfolio manager

CFA Institute President explains how AI is changing advice globally

Margaret Franklin explains what she has seen in other markets and what Canadian advisors can do to prepare as AI upends this industry

CFA Institute President explains how AI is changing advice globally

Despite historic hack, advisor remains confident in crypto

Michael Zagari says Canadian market insulated from major concerns

Despite historic hack, advisor remains confident in crypto

The missing piece in advisor growth: Why marketing can't be an afterthought

Broadridge's Kevin Mulhern urges advisors to prioritize automation to stay competitive

The missing piece in advisor growth: Why marketing can't be an afterthought

Does AI mean young advisors aren't 'paying their dues?'

With AI slashing time needed to complete manual tasks, young advisors can now focus on mentorship opportunities

Does AI mean young advisors aren't 'paying their dues?'