Glenn Reiner, Parham Nasseri and Karen Makedon have all joined the Toronto-based fintech provider
A home office environment shouldn’t mean you’re working 24/7
The buy side spends more on tech for trading in less liquid assets
How being transparent with your clients can help build stronger relationships
Clients demand services that are fast and convenient. E-signatures can save you and your clients time and paperwork without compromising security
There are still many steps to go through before the central bank can issue a digital offering
Scale is vital to the success of smaller investment dealers
Firms also can use technology to facilitate client onboarding and to make client reporting more engaging and interactive
How to get the biggest bang for your buck when shopping for hardware and software
Digital technology can not only help your older clients stay healthy. Some devices can even save lives