Wealth Technology

FCAC welcomes expanded mandate giving oversight of open banking

But the big question is how open Canadians will be to sharing their financial data

FCAC welcomes expanded mandate giving oversight of open banking

BlackBerry continues restructuring with $42 million Q1 net loss

CEO notes despite losses, their strategy is starting to deliver results

BlackBerry continues restructuring with $42 million Q1 net loss

Amazon joins $2 trillion club driven by AI investments

E-commerce giant saw a 52% increase in stocks over the past year

Amazon joins $2 trillion club driven by AI investments

A case for sophistication in philanthropy plans

CEO and head of business development explain why more clients expect philanthropy plans and how advisors can manage everything that comes after a gift

A case for sophistication in philanthropy plans

SEI launches new platform to boost Canadian advisors' business growth

SEI introduces GrowthLink, providing Canadian advisors with resources to improve client value and business growth

SEI launches new platform to boost Canadian advisors' business growth

A case for 'life planning' over financial planning

President at Wealth Tech firm explains why incorporating more variables into planning software can result in more dynamic plans and greater client fulfillment

A case for 'life planning' over financial planning