Technology

Ready on camera one? Ready on camera one?

Technology

Ready on camera one?

In an increasingly online world, present yourself on video like a pro

By Allan Janssen |June 3, 2024

4 min read

How financial planning software companies are prepping for June 25 How financial planning software companies are prepping for June 25

Technology

How financial planning software companies are prepping for June 25

Advisors without access to new capital gains modelling are sharing Excel spreadsheets in the meantime

By Jonathan Got |April 29, 2024

3 min read

What’s next for proposed class actions arising from last year’s data breach? What’s next for proposed class actions arising from last year’s data breach?

Technology

What’s next for proposed class actions arising from last year’s data breach?

"No great blueprint" to manage multiple claims in different provinces, lawyer says

By Michelle Schriver |March 5, 2024

4 min read

Fintech roundup: Advisor introduces new software to manage charitable giving Fintech roundup: Advisor introduces new software to manage charitable giving

Technology

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

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