Industry News

How firms involve advisors in software decisions

Listen to advisors, involve them in decisions, educate them on AI use

By Jonathan Got |May 18, 2026

4 min read

Tech roundup: Less office politics, more collaboration

Plus, a new software tax feature and financial planning tool integration

By Jonathan Got |May 18, 2026

3 min read

FINTRAC sanctions P2P crypto dealer

Compliance review found five alleged violations of anti-money laundering rules

By James Langton |May 14, 2026

1 min read

Managed accounts, marketing in OSC crosshairs

Regulator details compliance priorities for year ahead

By James Langton |May 14, 2026

2 min read