U.S. budget bill poses upside risk to capex, supports tech investment
And, an acquisition and a tech investment
Canadian division of U.S.-based firm partners with FNZ for end-to-end, AI-enabled wealth platform
Consolidation among upstarts highlights difficulty of competing with Big Five
Court ordered website blocks to take effect in August
Regulator to offer NVIDIA-powered platform for firms to experiment
Investments in technology and business support are needed, but so too is strategic consistency
Advisors looking for time-saving tools shared what their firms are investing in
Brokerage firms are adopting new tools and strategies to help advisors meet clients’ needs
From working groups to consulting with regulators, brokerages want to help smooth client conversations