Industry

Canadians with income volatility struggle with financial planning

May 18, 2017 Beatrice Paez
Client Communications

Working with grieving clients

May 18, 2017 Leah Golob
Working with grieving clients

National Bank using AI to reach out to clients

May 18, 2017 James Langton

Compliance expecting to spend more on regtech in the years ahead

May 17, 2017 Beatrice Paez
Technology-related risks are now the top concern for insurers

Hedge funds attract net inflows of US$20 billion in Q1

May 16, 2017 James Langton

Traditional financial services firms look to embrace fintech

May 16, 2017 Beatrice Paez
Canadians slow to adopt fintech

Invisor CoPilot focuses on helping advisors manage client relationships

May 16, 2017 Fiona Collie
Sales & Marketing

“Lead magnets” attract prospects online

May 16, 2017 Leah Golob

Raymond James adds advisor team with $500 million in AUM

May 16, 2017 Beatrice Paez

Bluesun to distribute iPipeline software for insurance firms, advisors

May 16, 2017 Megan Harman
Insurers embrace automated underwriting

Home Capital says outflow of deposits has slowed

May 15, 2017 Alexandra Posadzki

Toronto facing challenges in growth as a global fintech centre

May 15, 2017 Beatrice Paez
Toronto home sales tank 40% in July