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.
Solid balance sheets, low leverage, likely to leave ratings unaffected
Improving competition in Canada's concentrated banking sector is one of the aims
New partnerships and integrations are making financial advice more efficient and client-focused
Campaign cites high banking fees, payments processing costs
Deal brings Conquest software to CapIntel platform
Recession fears and inflation weigh on activity, a KPMG report says