Make the most of tech while building trust with clients
Upgrading your technology can boost efficiency and improve your interactions with clients
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
Long-watched themes paid out big this year for Rob Cavallo and Marcello Montanari, joint managers of the RBC Life Science & Technology Fund
Four advisors let us know what they love about their planning software, and how it could be improved.
Improving competition in Canada's concentrated banking sector is one of the aims
Opportunities and challenges must be weighed
New partnerships and integrations are making financial advice more efficient and client-focused
Plus, BMO introduces structured-outcome ETFs