Clients lost more than $1.5 million on rep's failed fintech venture
Also, Koyfin data platform now includes Canadian mutual funds
The platform also launched a cost base calculator
Uptake likely to be limited, cushioning impact on banks
European regulators worry about oversight weaknesses
Objectway sees the Toronto-based fintech firm as an "ideal fit" as it looks to expand
FusionIQ has a new compliance partner, while Croesus works with Mako on KYC
Freedom to choose your digital tools varies by firm, but independence has its risks and rewards
Banks, insurance firms and practice management software providers have launched generative AI tools for financial advisors and retail customers
Four advisors let us know what they love about their planning software, and how it could be improved.