Wealth Technology

Broadridge Canada inks partnership with Equisoft

Firms agree to combine their complementary platforms and expertise to improve advisor productivity and provide investor insights

Broadridge Canada inks partnership with Equisoft

How advisor turned his career around to become a rising star

From sales-focused start in the industry, John Baynham discovered a more rewarding, client-centric approach could enhance people's lives

How advisor turned his career around to become a rising star

Home equity loan platform completes $20 million funding round

Fintech firm focused on homeowners announces plans for U.S. expansion and development of more flexible solution

Home equity loan platform completes $20 million funding round

Client-focused reforms central to IG's new wealth tech platform

Head of strategy tells WP why partnership will make their advisors more efficient, compliant and ensure better outcomes for clients

Client-focused reforms central to IG's new wealth tech platform

Trading activity in early 2021 unprecendented, says Wealthsimple

VP reflects on huge trading growth and having to constantly learn and adapt to clients' needs

Trading activity in early 2021 unprecendented, says Wealthsimple

QWealth Partners grows further in Toronto with new partnership

Investment dealer platform welcomes newly created Flatiron Wealth Management as it continues trend of ‘meteoric growth’

QWealth Partners grows further in Toronto with new partnership