Technology

How wealth management firms, advisors can make the most of AI

AI vendor's COO shares tips for selecting best AI use cases, vendors and more

By Noushin Ziafati |May 18, 2026

6 min read

Technology

AI is making it harder for clients to make decisions

Blame analysis paralysis, according to new research — Canadians are overwhelmed by an abundance of insight

By Jim Lyons |April 6, 2026

3 min read

Technology

Two financial planning software programs offer new tools

Conquest, Friedmann AI add features like large language model data migration, insurance quotes

By Jonathan Got |April 3, 2026

2 min read

Technology

Maximizer launches French-language CRM

Bilingual software boosts compliance efforts

By Jonathan Got |February 20, 2026

2 min read

Technology

Tech roundup: BMO clients can build their own financial plan in Conquest Planning

And, other collaborations, investments and insurance tech developments

By Jonathan Got |August 4, 2025

3 min read

Technology

How to protect your clients from a cyber attack

Attacks on small- and medium-sized businesses are on the rise — "advisors are a juicy target"

By Alisha Hiyate |April 17, 2025

6 min read

Technology

What advisors need to know about AI notetaking apps

Understanding Canadian context, software integration and security key to choice

By Jonathan Got |March 20, 2025

5 min read

Technology

Three-quarters of this insurer’s employees use AI

Manulife's AI strategy is to 'innovate locally, scale globally'

By Jonathan Got |March 11, 2025

2 min read

Technology

Tech roundup: Long-term care prediction AI closes US$7M seed round

Plus, guaranteed electronic funds transfers and mobile mortgage renewals

By Jonathan Got |February 14, 2025

2 min read

Technology

Tech roundup: First Canadian bank joins IBM quantum infrastructure

Also, Wealthsimple offers margin trading

By Jonathan Got |February 11, 2025

2 min read

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