Advisors looking for time-saving tools shared what their firms are investing in
Brokerage firms are adopting new tools and strategies to help advisors meet clients’ needs
From working groups to consulting with regulators, brokerages want to help smooth client conversations
Technological innovation is a key reason for sector's declining share of nominal GDP, Fitch says
Regulators ask tech platforms to outlaw unauthorized promotions
Online platforms need to help guard against misconduct, scams: regulators
U.S. attacks on academia provide an opportunity to bolster R&D in Canada
Plus, multiple firms announce fund changes, a new financial health score calculator and broker introduces FHSA
Stressed issuers will struggle to cope with weaker growth, difficult financial markets
Wealthsimple hires all five staff from Plenty, but says customers won't be onboarded