Continuum’s founders built a platform around the advisor knowledge software leaves between meetings
Smith’s path from operations to business development has given her a practical view of advisor growth
Desjardins positions CI coverage as recovery capital for Canadians facing serious illness
New RIA research reveals investor discomfort with AI-driven decisions - and strong appetite for energy security and critical minerals
Pier 4 executives and two advisors on the discipline it takes to earn a lasting place in client portfolios today
Focal AI goes all-in on Canadian compliance, tools, and workflows, giving advisors back over 10 hours a week
