Fintech – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 11 Apr 2024 18:57:49 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Fintech – Investment Executive https://www.investmentexecutive.com 32 32 Fund rep’s side hustle results in ban, fine https://www.investmentexecutive.com/news/from-the-regulators/fund-reps-side-hustle-results-in-ban-fine/ Thu, 11 Apr 2024 18:57:49 +0000 https://www.investmentexecutive.com/?p=483585 Clients lost more than $1.5 million on rep's failed fintech venture

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]]> Tech roundup: Webull app offers interest on uninvested cash https://www.investmentexecutive.com/news/products/tech-roundup-webull-app-offers-interest-on-uninvested-cash/ Mon, 18 Mar 2024 16:00:59 +0000 https://www.investmentexecutive.com/?p=482152 Also, Koyfin data platform now includes Canadian mutual funds

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]]> Wealthica offers consolidated reporting for family offices https://www.investmentexecutive.com/news/industry-news/wealthica-offers-consolidated-reporting-for-family-offices/ Tue, 27 Feb 2024 17:34:46 +0000 https://www.investmentexecutive.com/?p=481131 The platform also launched a cost base calculator

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]]> Digital euro may be much ado about nothing: S&P https://www.investmentexecutive.com/news/research-and-markets/digital-euro-may-be-much-ado-about-nothing-sp/ Tue, 20 Feb 2024 20:23:32 +0000 https://www.investmentexecutive.com/?p=480745 Uptake likely to be limited, cushioning impact on banks

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]]> BigTechs’ foray into financials draws scrutiny https://www.investmentexecutive.com/news/from-the-regulators/bigtechs-foray-into-financials-draws-scrutiny/ Fri, 02 Feb 2024 18:55:06 +0000 https://www.investmentexecutive.com/?p=479750 European regulators worry about oversight weaknesses

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]]> Italian financial software firm buys Nest Wealth https://www.investmentexecutive.com/news/industry-news/italian-financial-software-firm-buys-nest-wealth/ Mon, 22 Jan 2024 21:54:43 +0000 https://www.investmentexecutive.com/?p=479052 Objectway sees the Toronto-based fintech firm as an "ideal fit" as it looks to expand

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]]> Fintech roundup: Firms partner up to bolster wealth management services https://www.investmentexecutive.com/news/industry-news/fintech-roundup-firms-partner-up-to-bolster-wealth-management-services/ Fri, 15 Dec 2023 21:12:10 +0000 https://www.investmentexecutive.com/?p=477454 FusionIQ has a new compliance partner, while Croesus works with Mako on KYC

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]]> Should you build your own technology setup? https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/should-you-build-your-own-technology-setup/ Mon, 11 Dec 2023 05:09:00 +0000 https://www.investmentexecutive.com/?p=476585 Freedom to choose your digital tools varies by firm, but independence has its risks and rewards

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]]> Which wealth managers are using generative AI? https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/which-wealth-managers-are-using-generative-ai/ Mon, 11 Dec 2023 05:08:00 +0000 https://www.investmentexecutive.com/?p=476584 Banks, insurance firms and practice management software providers have launched generative AI tools for financial advisors and retail customers

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]]> Straight talk on financial planning software https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/straight-talk-on-financial-planning-software/ Mon, 11 Dec 2023 05:02:00 +0000 https://www.investmentexecutive.com/?p=476578 Four advisors let us know what they love about their planning software, and how it could be improved.

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