Many advisors are dissatisfied with the way third-party software is integrated into the systems they're provided with
Brokerage firms are hiring more planning experts and investing in software to keep up with demand
Without open banking, Canadians' data is at greater risk when they use unregulated apps
IFIC’s busy agenda includes total cost reporting, new SRO, research and more
Most of the funds are underperforming their category peers
Outdated processes can ruin client relationships before they begin
Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities
SVB was the 16th largest bank in the U.S., holding $210 billion in assets
RF Capital CEO Kish Kapoor attributed the problems to technology issues, data transfer challenges and user training
FCA launches consultation on possible changes