Technology

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

How advisors pick financial planning software

Pricing, live updates, technical support, layout customization key to advisor buy-in

By Jonathan Got |December 18, 2024

6 min read

What advisors look for in mid-career planning software

Pick the right package for features that meet your practice’s needs

By Jonathan Got |December 3, 2024

5 min read

What advisors look for in retirement planning software

The differences are nuanced; advisors should try them before committing

By Jonathan Got |November 26, 2024

4 min read