Wealth management

How wealth management firms, advisors can make the most of AI  How wealth management firms, advisors can make the most of AI 

Technology

How wealth management firms, advisors can make the most of AI 

AI vendor's COO shares tips for selecting best AI use cases, vendors and more

By Noushin Ziafati |May 18, 2026

6 min read

Sun Life is working on its retail wealth reputation Sun Life is working on its retail wealth reputation

Industry News

Sun Life is working on its retail wealth reputation

Reggie Alvares wants advisors to know that they’re more than just insurance

By Jonathan Got |May 14, 2026

2 min read

Industry moves: iA Financial nabs Mercer UK leader Industry moves: iA Financial nabs Mercer UK leader

Industry News

Industry moves: iA Financial nabs Mercer UK leader

Plus, CIBC Wood Gundy, Wellington-Altus Private Wealth gain advisor teams

By Alisha Hiyate |May 8, 2026

3 min read

Starting your own firm isn’t easy. These advisors say it was worth it Starting your own firm isn’t easy. These advisors say it was worth it

Your Business

Starting your own firm isn’t easy. These advisors say it was worth it

From startup costs to client loyalty and legal pitfalls, here’s what to consider

By Alisha Hiyate |May 6, 2026

10 min read