Advisor

DIY trend seen fuelling demand for advisors DIY trend seen fuelling demand for advisors

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

CFR sweep to provide clarity to industry Fallback Image Decorative pattern

Industry

CFR sweep to provide clarity to industry

Regulators will review "a sizable number" of firms, a panellist said at KYP webinar

By Michelle Schriver |February 18, 2022

3 min read

What’s new in wealth tech? What’s new in wealth tech?

Advisor's Edge

What’s new in wealth tech?

Fintech partners are helping advisors manage investments, planning and compliance

By Daniel Calabretta |February 4, 2022

3 min read

Study finds ‘gamified’ apps push DIY traders to make riskier investments Fallback Image Decorative pattern

Industry

Study finds ‘gamified’ apps push DIY traders to make riskier investments

Financial literacy is one way to counter the effects of gamification

By Leah Golob, The Canadian Press |January 18, 2022

4 min read