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Special Report on Technology 2020

Compliance, clients to drive new tech

Firms also can use technology to facilitate client onboarding and to make client reporting more engaging and interactive

Shot of a group of young businesspeople using a laptop during a meeting in the boardroom of a modern office

Must-have technology buys for 2020

How to get the biggest bang for your buck when shopping for hardware and software

checking stock market data on a mobile device

Tech stocks offer risk and reward

Clients looking for investment opportunities in this rapidly changing sector must approach them with caution

Smartphone with finance and market icons and symbols concept

Latest fintechs focus on saving

Advisors beware: These innovations will soon be making their mark in Canada

technology for seniors

Health apps and gadgets for seniors

Digital technology can not only help your older clients stay healthy. Some devices can even save lives

Man on beach looking at the horizon,

Storm clouds on the horizon?

Despite global political and trade tensions, economic fundamentals remain relatively sound

businessman race hurdle competition

Firms face barriers to ETF market

Mutual fund dealers would like to join the ETF world, but hurdles abound

  • By: Katie Keir
  • January 17, 2020 January 20, 2020
  • 00:10
Two business man shaking hands with his team in office

How collaboration is improving advice

Professionals unite to meet industry challenges

cyber space with hexadecimal code as digital background

Artificial intelligence can boost compliance

Machine learning and data analytics will play growing roles in helping regulators find wrongdoing

Red and blue market performance graph

Liquid alts could use troubled waters

A look at how this product category is faring a year after its introduction

rules and regulations written on folder

Regulators to focus on big projects

With the concept of a national regulator in limbo, the CSA plans to review the self-regulatory structure

Rear view of traffic jam with breaklights showing

Positioning portfolios for a slowdown

Should clients stay the course, exit the market or review their asset mix?

Solar farm on a rural hillside

Standards needed for RI products

Investors have shown interest in responsible investments. But what makes an investment responsible?

Taking care of business clients

Taking care of business owners

Self-employed clients can be a joy to work with, but they present unique challenges

Sergey Skripnikov/123RF

From survival to significance

What financial advisors can expect at each stage of growth

Cultivating agricultural clients

Cultivating agricultural clients

Financial advisor Raymond Riel draws upon his childhood experiences to provide tailored advice to farmers in the Prairies

senior couple sitting at table with financial advisor

Exploring fixed-income alternatives

Senior clients hunting for yield may consider instruments such as mortgage investment corporations and split shares

extended family walking on beach

HNW clients and the OAS clawback

Don't cloud your client's retirement picture out of fear of this "recovery" tax

Data protection concept. GDPR. EU. Cyber security. Business man using mouse computer with padlock icon and internet technology network on blue background.

A private tunnel for your data

A VPN enables you to exchange information safely with your office, no matter where you are

business people standing in line under a magnifying glass

Preparing for a compliance audit

You can minimize compliance risk by keeping thorough, up-to-date records

Two senior ladies hiking in the woods

Responsible retirement saving

Research shows that RI does not lead to poorer returns

Senior people walking on the beach

Making your practice senior-friendly

Senior clients have specific needs. Most important, ensure you're communicating with them in the manner that suits them best

  • By: Leah Golob
  • November 15, 2019 November 14, 2019
  • 00:10

Are you too conservative with your senior clients’ portfolios?

Low rates and clients' longevity challenge traditional asset allocation, yet moving beyond the status quo is also a challenge

senior golfers, three mixed couples

Are your older clients adequately insured?

Determine any gaps in insurance by matching their assets and their needs to their liabilities

Education is part of a healthy retirement

With many institutions offering free courses for seniors, there are several options for retirees who want to be lifelong learners