Report Card results suggest firms are generally getting better at providing advisors with digital tools and training
OSC finds investors favour human-AI combo, no fear of AI advice
Trade group calls for tech-neutral, principles-based approach to regulation
It’s time to dig deeper to understand how Canadians want to receive financial planning advice
Government releases consultation paper that also covers external security threats, AI risks
This growth opportunity requires freeing advisors from time constraints and meeting demand for hybrid advice
Adoption was greatest among gen-Z respondents
Customized communication encourages clients to stick to the plan
Also in this tech roundup: Equisoft partners with Life Design Analysis
FSB, Basel Committee have long warned of tech risk in financial sector