Technology

AI tools for financial advisors are already here AI tools for financial advisors are already here

Technology

AI tools for financial advisors are already here

From meeting prep to constructing financial plans, here's how advisors are making use of new tech

By Mark Burgess |September 28, 2023

5 min read

The slow work of converting social media followers to clients The slow work of converting social media followers to clients

Technology

The slow work of converting social media followers to clients

Committing to a platform and showing your personality can help with prospecting

By Mark Burgess |September 22, 2023

3 min read

Quebec insurtech continues national expansion Quebec insurtech continues national expansion

Life

Quebec insurtech continues national expansion

Emma, a digital-only insurance company, hopes to expand coast to coast in 2024

By Nathalie Savaria |September 12, 2023

2 min read

IOSCO details DeFi policy proposals Fallback Image Decorative pattern

Industry

IOSCO details DeFi policy proposals

Regulators aim to harmonize rules for decentralized finance and traditional finance

By James Langton |September 8, 2023

2 min read