And, an acquisition and a tech investment
Survey also revealed advised investors were happiest with National Bank, least satisfied with TD, Scotia
Also, notetaking software for advisors adds French language transcription
Invesco’s Rene Reyna is (kind of) all in on AI, Chinese tech, U.S. defence and big American banks
CTO Simon Roy says the technology will enable a more personal client experience
Opinion: Failure to adapt risks leaving the nation behind