Wealth Technology

What Wealthsimple's new ad with Martin Short can teach advisors

CMO at money management platform outlines approach to Canadian icon, how humour can help connect the industry with investors

What Wealthsimple's new ad with Martin Short can teach advisors

Sustainability and AI top 'must have' lists of investors

Focusing on these areas is seen as essential in companies adding value

Sustainability and AI top 'must have' lists of investors

A client-first mindset for advisor tech adoption

Rising star advisor champions client experience, integral role of compliance in digital implementation journey

A client-first mindset for advisor tech adoption

What are the challenges and opportunities in the Canadian wealth tech space?

CG Wealth Management's chief technology officer reveals insights on automation, digital engagement, generative AI and more

What are the challenges and opportunities in the Canadian wealth tech space?

Canadian teens are already focused on their financial future

Saving for the future and avoiding debt are priorities for high schoolers

Canadian teens are already focused on their financial future

Industry veteran takes aim to how banks offer structured notes

CWB Wealth and Leith Wheeler executive takes on strategic advisor role at fintech

Industry veteran takes aim to how banks offer structured notes