Features

Financial feminist platform offers 'extraordinary opportunity'

Fund tackles gender gap on both investor and entrepreneur side to back women-led companies

Financial feminist platform offers 'extraordinary opportunity'

Why pandemic has 'demystified' the concept of financial planning

CEO says technology has broken down barriers to advice and Financial Literacy Month is the ideal call to action for advisors

Why pandemic has 'demystified' the concept of financial planning

Pushing the envelope on financial education

Managing director at Canadian Securities Institute discusses efforts to enlighten Canadians and train up industry professionals

Pushing the envelope on financial education

Talking about the wealthtech revolution

Appway's Head of North America speaks out on seismic digital shift, CFR, and other trends driving tech investment

Talking about the wealthtech revolution

Why are there so few female advisors?

White paper authors tell WP there is huge disconnect between head offices and the front line

Why are there so few female advisors?

Painting a richer picture of past portfolio performance

New portfolio analytics tool drives fruitful conversations by capturing the impact of advice on risks and returns

Painting a richer picture of past portfolio performance