Technology

Advisor's Edge

Keep estate planning documents safe

A key consideration that’s often overlooked

By Margaret O’Sullivan |September 21, 2018

3 min read

Advisor's Edge

Help a business owner who experienced a data breach

The situation Your client calls in a panic, saying she noticed suspicious activity when using her computer, and fears her company may have suffered a data breach. What should she do immediately? The specialist Catherine Beagan Flood, Partner at Blakes, Toronto If she works for a large company, hopefully she has an incident response team, […]

By Suzanne Yar Khan |September 21, 2018

2 min read

Industry

Most self-directed investors don’t use firms’ mobile apps: study

See which firms rate highest for customer satisfaction

By Staff |September 14, 2018

1 min read

Industry

National Bank partners with fintech Thinking Capital to offer small business loans

Small businesses can apply online for a loan and receive an answer in minutes

By Staff |September 13, 2018

1 min read

How financial services firms plan to differentiate their services

As fintech shakes up the financial services and insurance sectors, firms face the challenge of digitization or they risk losing clients. “Firms are facing digital threats from new disruptive forces, clients are demanding better user experiences and costs associated with legacy business models are not sustainable,” says David Reeve, CEO at InvestorCOM, in a release. […]

By Staff |August 27, 2018

3 min read

Enter the chatbots: BMO introduces tools for Facebook, Twitter

BMO is launching a new AI-powered tool to serve customers on Facebook and Twitter. Two chatbots will deliver instant responses to common queries for customers looking for more online banking options, a BMO release said Thursday. “The launch of these chatbots and the integration of AI into our customer-facing technology provide an opportunity to build […]

By Staff |March 15, 2018

2 min read

How blockchain offers opportunities for investors

More investors are becoming interested in digital currency. A global poll from deVere Group—albeit, one that didn’t include Canadians—found that 62% of respondents would consider including cryptocurrency in their portfolios. And 70% who already hold cryptocurrencies said they plan to increase their exposure in the next year. However, such sentiment makes those respondents speculators, not […]

3 min read

Technology

Keep estate planning documents safe

Help a business owner who experienced a data breach

Most self-directed investors don’t use firms’ mobile apps: study

National Bank partners with fintech Thinking Capital to offer small business loans

Desjardins partners with fintech Hardbacon to boost online brokerage

Why investors should follow AI and esports

How financial services firms plan to differentiate their services

Enter the chatbots: BMO introduces tools for Facebook, Twitter

How blockchain offers opportunities for investors

Hidden BoC video game lets you battle inflation