Technology

Commission-free trading driving satisfaction for DIY investors: J.D. Power

More than one-third of millennial DIY investors surveyed in Canada have invested in cryptocurrencies

By Staff |May 26, 2022

2 min read

Technology

DIY trend seen fuelling demand for advisors

A report from Greenwich says technology makes investing more accessible but no less complex

By Staff |February 22, 2022

2 min read

Technology

Regulators must face the rise of the machines

IOSCO sets guidance on overseeing AI use for investment firms, asset managers

By James Langton |September 7, 2021

1 min read

Industry

Cloud computing transforming brokerage industry, report says

Technology presents opportunities as well as challenges for firms, FINRA said

By James Langton |August 16, 2021

2 min read

Technology

Crypto firms struggling to satisfy U.K.’s anti-money laundering rules

Canadian regulators are also trying to come to grips with regulating crypto trading firms

By James Langton |June 3, 2021

1 min read

Technology

Investors experiencing service issues at online brokerages: J.D. Power study

One in four clients reported having at least one problem with their firms over the past 12 months

By Rudy Mezzetta |May 27, 2021

2 min read

Technology

Canada’s big banks not likely to join Bitcoin bandwagon: DBRS

Even with low interest rates, Bitcoin's risks outweigh the benefits, a report says

By James Langton |February 22, 2021

2 min read

Planning and Advice

Top 10 columns from 2020

From government benefits to 401(k)s, our experts covered the big topics

By Staff |December 24, 2020

1 min read

Technology

Outcome-based investments and other fintech to watch

A report outlines the technology changing financial services

By Fiona Collie |October 5, 2020

2 min read

Industry

Salesforce Ventures invests in Hearsay

The partnership will help the firms track advisors' interactions with clients

By Fiona Collie |August 14, 2020

2 min read

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