Expanding access to advice, standardizing KYC data collection on SRO's agenda
Hybrid model may provide better client outcomes
This emerging model requires investment in integrated tech
Client attrition trends and regulatory reform demand digital adoption
Wealthfront acquired for US$1.4 billion in cash
The pandemic has made digital transformation a top priority
Using technology to augment your practice can help strengthen your relationships with clients
iA WealthAssist combines the services of an investment advisor with the convenience of a self-serve platform
How embracing technology can help you build stronger client relationships
Experts describe how they use the funds