Industry

Fintechs to drive transformation rather than disruption for banks: Moody’s

May 18, 2016 James Langton
Rise of fintech includes many future risks, FSB says

Role of advisor in insurance sales needs to change: experts

May 17, 2016 Megan Harman

Digital transformation pushing asset managers to passive, data-driven investments: Moody’s

May 17, 2016 James Langton
Rise of robo-advisors in mortgage business could have an impact
Practice Management

Converting prospects to clients

May 17, 2016 Dwarka Lakhan
FAIR Canada not in favour of regulators’ stance on best interest standard

Integris chooses Qtrade as wealth-management provider

May 16, 2016 Rudy Mezzetta
Practice Management

Converting leads to prospects

May 16, 2016 Dwarka Lakhan
FAIR Canada not in favour of regulators’ stance on best interest standard

Wealthsimple introduces Portfolio Review service

May 16, 2016 Fiona Collie
Canada’s robo-advisor market to see robust growth
Practice Management

Giving to receive: How charity leadership deepens client bonds

May 16, 2016 Dan Richards
Giving to receive: How charity leadership deepens client bonds
Practice Management

Improve efficiency through repetition

May 13, 2016 Dwarka Lakhan

Nominating committee to recommend ORPP board members

May 13, 2016 James Langton
Industry applauds Sousa’s regulatory proposals

Power Financial Q1 profit drops on investment writedown, weaker earnings

May 12, 2016
Practice Management

Make your practice more competitive

May 12, 2016 Dwarka Lakhan
Make your practice more competitive