Technology

The slow work of converting social media followers to clients

Committing to a platform and showing your personality can help with prospecting

By Mark Burgess |September 22, 2023

3 min read

Should advisors be afraid of AI?

There’s still room for human coaching in investing

By Sam Sivarajan |September 11, 2023

3 min read

Fintech in focus: PureFacts Financial Solutions Inc.

Firm uses AI to select products and identify clients at risk of leaving

By Greg Meckbach |June 21, 2023

3 min read

Small, straightforward tech solutions can have big payoffs, OSC TestLab finds

Automating the process of collecting and updating KYC information can provide a significant return

By James Langton |May 16, 2023

2 min read