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Should you build your own technology setup? | Investment Executive

Freedom to choose your digital tools varies by firm, but independence has its risks and rewards

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What s new in fintech? | Advisor ca

Firms look to make financial advice more efficient and client-focused

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What s new in fintech? | Investment Executive

New partnerships and integrations are making financial advice more efficient and client-focused

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Conquest Planning partners with CapIntel to bring AI-powered advice to more financial advisors

Winnipeg-based Conquest Planning has partnered with another Canadian FinTech firm focused on the wealth management space: Toronto’s CapIntel.

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Wealthsimple to let users insure up to $300,000 as global bank failures prompt better depositor protection

Wealthsimple is set to offer its users three times more deposit insurance coverage than the $100,000 standard set by the Canada Deposit Insurance Corporation.

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