Wealth Technology

The future of wealth advisory: new tech and deeper relationships

Owen O'Neill, Partner with PwC Canada Strategy&, explains how banks and advisors are balancing the benefits of technology with the needs of an aging client base

The future of wealth advisory: new tech and deeper relationships

What Mackenzie breach says about state of data security in wealth

Tech expert breaks down consequences of cyber incidents, and steps financial firms should take to minimize risks

What Mackenzie breach says about state of data security in wealth

Is AI helping investment advisors better serve clients?

Morgan Stanley poll suggest an industry revolution is here

Is AI helping investment advisors better serve clients?

Are the big banks hurting their reputation with DIY investing?

Self-directed investor satisfaction survey reveals ambivalence among users, especially among bank customers

Are the big banks hurting their reputation with DIY investing?

Wealthsimple partnership 'proof that traditional advice is evolving'

Human nature at the heart of AI-powered planning, say firms

Wealthsimple partnership 'proof that traditional advice is evolving'

Wealthsimple and Conquest Planning join forces

AI-driven solution available to clients with more than half a million dollars in assets

Wealthsimple and Conquest Planning join forces