Technology

Segmenting your book to serve clients better Fallback Image Decorative pattern

Planning and Advice

Segmenting your book to serve clients better

Tips for prioritizing how you spend your valuable time

By Mark Burgess |December 2, 2019

4 min read

3iQ files preliminary prospectus for Bitcoin fund Fallback Image Decorative pattern

Industry

3iQ files preliminary prospectus for Bitcoin fund

The OSC cleared the way for crypto-based investments earlier this month

By Staff |November 29, 2019

1 min read

North American banks face $88B hit in payments revenue: report Fallback Image Decorative pattern

Industry

North American banks face $88B hit in payments revenue: report

Competition from non-banks will cut into margins, Accenture says

By Staff |November 27, 2019

2 min read

New digital platform for advisors aims to cut admin time in half Fallback Image Decorative pattern

Industry

New digital platform for advisors aims to cut admin time in half

Pascal Financial says its wealth management software results in “bulletproof” compliance

By Staff |November 26, 2019

1 min read