Practice

What to know when advising Muslim clients

Challenges include product availability, proper portfolio construction

By Jonathan Got |February 1, 2024

3 min read

Fintech roundup: Advisor introduces new software to manage charitable giving

Plus, Wealthica opens API to other firms

By Jonathan Got |January 26, 2024

4 min read

Italian financial software firm buys Nest Wealth

Objectway sees the Toronto-based fintech firm as an "ideal fit" as it looks to expand

By Jonathan Got |January 22, 2024

2 min read

Clients stick with advisors because of personalization: survey

In-person meetings are still the most preferred method of communication

By Jonathan Got |January 10, 2024

2 min read