Practice

Tech roundup: Financial planning software account for legislative uncertainty

Plus, other fintech platform news

By Jonathan Got |January 17, 2025

3 min read

Another day, another dollar

How to talk to clients about currency risk

By Noushin Ziafati |January 16, 2025

5 min read

Tech roundup: Canadian banks adopt AI to fill productivity gap

Also, options trading available for registered accounts in online brokerage app

By Jonathan Got |January 6, 2025

2 min read

Some tax measures in effect as of Jan. 1 come with a caveat

As with the proposed capital gains changes, certain provisions aren’t yet law

By Michelle Schriver |January 2, 2025

3 min read