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
This growth opportunity requires freeing advisors from time constraints and meeting demand for hybrid advice
Adoption was greatest among gen-Z respondents
Customized communication encourages clients to stick to the plan
Also in this tech roundup: Equisoft partners with Life Design Analysis
FSB, Basel Committee have long warned of tech risk in financial sector
Outage affecting airlines, hospitals and border crossings
Tech advantages always prove short lived in the stock markets, report suggests
Agencies adopt standards to address bias, conflicts in valuation models