Industry

When to talk about permanent insurance during estate planning

Going beyond investments with clients remains a good way to add value, particularly in down markets

By Guillaume Poulin-Goyer |October 19, 2022

3 min read

CFA Institute proposes framework for ethical AI

AI can improve investment management, but it comes with new risks

By Staff |October 19, 2022

1 min read

OSC survey reveals Canadians’ limited knowledge of cryptocurrency

Almost one in three said they plan to buy cryptoassets in the next 12 months

By Maddie Johnson |October 19, 2022

2 min read

Wealthsimple secures access for upcoming real time rail payment system

First non-bank approved by BoC for direct settlement account

By The Canadian Press |October 18, 2022

1 min read