Wealth Technology

‘We were in the right place at the right time, with the right product’

President of Mako Financial Technologies explains how flexible platform for wealth firms puts relationships back in focus

‘We were in the right place at the right time, with the right product’

NEO levels the ETF playing field for MFDA advisors

New solution provides real-time market visibility on Canada-listed ETFs for mutual fund advisor community

NEO levels the ETF playing field for MFDA advisors

Croesus and Conquest Planning forge strategic partnership

Marriage of tech firms' capabilities promise new possibilities for investment advisors and wealth management professionals

Croesus and Conquest Planning forge strategic partnership

Broadridge snaps up AdvisorStream, bolstering wealth capabilities

Acquisition of digital marketing platform opens door for wealth firms to challenge new frontiers of client engagement

Broadridge snaps up AdvisorStream, bolstering wealth capabilities

1 in 5 Canadian wealth clients will switch firms within three years

EY wealth research suggests firms need product breadth and qualified advice to retain and attract clients

1 in 5 Canadian wealth clients will switch firms within three years

Dealer platform advances fuel wealth industry performance: IIAC

President and CEO Ian Russell points to 'game-changer' technology advances as crucial factor behind revenue and asset increases

Dealer platform advances fuel wealth industry performance: IIAC