Brand Knowledge
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Focal AI now auto-fills financial planning software, CRMs & PDFs
Focal AI announces Client Fact Fill: the ability to overlay and auto-fill 400+ fields via Chrome Extension, across planning tools like Conquest Planning, PDFs, and Canadian CRMs, eliminating post-meeting data re-entry for Canadian financial advisors.
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Smarter digital tools for stronger advisor performance
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How Canadian financial planners should evaluate AI—before the gap widens
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Your clients want income. You want confidence.
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Dig deeper into Canada’s portfolio superpower.
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Beyond Bull and Bear: How one CIO uses Alternatives to build crisis-ready portfolios
Expert Advice
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What’s the best response to a fast-changing global trading order?
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
Partner Reports
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5 Questions to Ask Managers About Evergreen Private Equity
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
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Where do private apartment funds fit in a modern portfolio?
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Advisor Productivity: Solving the Canadian Integration Gap
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Building Trust, the Right Way at WFG
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CPPIB spending $690M for minority stake in software firm Regnology
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Reclaiming Control: How Edward Jones Rewards Me for Building My Business, My Way