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business woman using tablet

Many advisors are dissatisfied with the way third-party software is integrated into the systems they're provided with

people working together

Brokerage firms are hiring more planning experts and investing in software to keep up with demand

Without open banking, Canadians' data is at greater risk when they use unregulated apps

Adult senior diverse multi-ethnic Caucasian Hispanic Middle Eastern CEO executive team business people together in conference meeting room in contemporary modern office bright sunny daylight sunset dusk talking discussing planning organizing strategy well dressed suit and tie teamwork cooperation diversity multi-ethnic problems solutions unity cityscape downtown urban new beginnings breaking new ground dreamlike decisions choices the way forward diversity

IFIC’s busy agenda includes total cost reporting, new SRO, research and more

Financial stock exchange market display screen board on the street

Most of the funds are underperforming their category peers

usiness team in a meeting looking at a sheet of paper

Outdated processes can ruin client relationships before they begin

Manulife head office building in Toronto, Canada. Manulife is a Canadian multinational insurance company.

Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities

Modern office building close up in sunlight

SVB was the 16th largest bank in the U.S., holding $210 billion in assets

Hi-tech technological background with numbers and calculations

RF Capital CEO Kish Kapoor attributed the problems to technology issues, data transfer challenges and user training

Big Ben, Westminster Bridge on River Thames in London, the UK. English symbol. Lovely puffy clouds, sunny day

FCA launches consultation on possible changes