Advisor time constraints, attrition are controllable factors
Initiative allows firms to test innovations, explore potential regulatory reforms
Get ready to move beyond the PDF
Also, wealth firm in Victoria, B.C., adopts d1g1t
Central bank also wonders how AI could affect inflation
Report Card results suggest firms are generally getting better at providing advisors with digital tools and training
OSC finds investors favour human-AI combo, no fear of AI advice
Trade group calls for tech-neutral, principles-based approach to regulation
It’s time to dig deeper to understand how Canadians want to receive financial planning advice
Government releases consultation paper that also covers external security threats, AI risks