DIY investing

With a demographic shift underway, advisors need to adapt and earn younger investors’ trust With a demographic shift underway, advisors need to adapt and earn younger investors’ trust

Planning and Advice

With a demographic shift underway, advisors need to adapt and earn younger investors’ trust

Gen Z, Millennials want hyper-personalized contact, someone who understands their values and how they consume info

By Noushin Ziafati |May 14, 2026

4 min read

AI means potential ‘big shift’ in regulatory responsibilities: Kriegler AI means potential ‘big shift’ in regulatory responsibilities: Kriegler

Regulation

AI means potential ‘big shift’ in regulatory responsibilities: Kriegler

Greater accountability could fall to firms instead of advisors

By Michelle Schriver |April 22, 2026

2 min read

Fintechs lead DIY investor satisfaction but don’t count human advisors out: survey Fintechs lead DIY investor satisfaction but don’t count human advisors out: survey

Industry News

Fintechs lead DIY investor satisfaction but don’t count human advisors out: survey

Wealthsimple ranked the highest in overall satisfaction among DIY investors, followed by Questrade

By The Canadian Press |April 2, 2026

2 min read

CIRO provides clarity on decision-making tools in DIY channel CIRO provides clarity on decision-making tools in DIY channel

Regulation

CIRO provides clarity on decision-making tools in DIY channel

New guidance broadens range of supports that discount brokers can provide

By Staff |March 12, 2026

3 min read