Much of the portfolio is focused on the technology and life science sectors
Setting up verification methods with clients can help prevent them from being fleeced
Some of the commitments call for third-party oversight of commercial AI systems
After a volatile year in markets, more clients say they're willing to work with multiple providers
AI can help pitch products and identify clients likely to defect
Many advisors are dissatisfied with the way third-party software is integrated into the systems they're provided with
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
IFIC’s busy agenda includes total cost reporting, new SRO, research and more
Most of the funds are underperforming their category peers