Advisors say they are not consulted when their firms foist new software systems on them. Here's how some firms get it right
Consultation considers impact of tech giants on competition, consumers
First non-bank approved by BoC for direct settlement account
The fintech has partnered with Equisoft to accelerate collection of client data
Investors are becoming more selective about where they deploy capital
The company will now focus more heavily on core businesses, like investing and banking
A roundup of the latest advisor and executive moves
European authorities call for "rapid action" to keep up with risks
Tech savvy to overtake branding as an industry strength
Sandboxes, hubs and accelerators, oh my!