Technology

The convenience, trade-offs and pitfalls of e-signatures The convenience, trade-offs and pitfalls of e-signatures

Technology

The convenience, trade-offs and pitfalls of e-signatures

A welcome industry development gets a critical assessment

By Michelle Schriver |December 2, 2022

4 min read

Leveraging technology to serve your clients Leveraging technology to serve your clients

Technology

Leveraging technology to serve your clients

Advisors face a host of challenges integrating new tech

By Maddie Johnson |November 25, 2022

2 min read

Wealthsimple Advisor settles client privacy case with MFDA Fallback Image Decorative pattern

Industry

Wealthsimple Advisor settles client privacy case with MFDA

Regulators alleged the firm's onboarding process for new reps was deficient

By James Langton |November 24, 2022

2 min read

Head of bankers group raises concerns about surtax Fallback Image Decorative pattern

Industry

Head of bankers group raises concerns about surtax

Anthony Ostler also called for more consumer protection in the emerging payments space

By Staff, with files from The Canadian Press |November 24, 2022

2 min read