fintech – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Tue, 12 Sep 2023 13:41:16 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png fintech – Advisor's Edge https://phoenix.advisor.ca 32 32 Quebec insurtech continues national expansion https://phoenix.advisor.ca/insurance/life/quebec-insurtech-continues-national-expansion/ Tue, 12 Sep 2023 13:33:07 +0000 https://www.advisor.ca/?p=230634 Emma, a digital-only insurance company, hopes to expand coast to coast in 2024

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]]> IOSCO details DeFi policy proposals https://phoenix.advisor.ca/news/industry-news/iosco-details-defi-policy-proposals/ Fri, 08 Sep 2023 19:43:46 +0000 https://www.advisor.ca/?p=230574 Regulators aim to harmonize rules for decentralized finance and traditional finance

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]]> Fintech investment down in first half of 2023 as valuations tumble https://phoenix.advisor.ca/news/industry-news/fintech-investment-down-in-first-half-of-2023-as-valuations-tumble/ Thu, 17 Aug 2023 15:30:24 +0000 https://www.advisor.ca/?p=229796 Recession fears and inflation weigh on activity, a KPMG report says

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]]> New global wealth leadership for Scotiabank https://phoenix.advisor.ca/news/industry-news/new-global-wealth-leadership-for-scotiabank/ Mon, 24 Jul 2023 15:57:12 +0000 https://www.advisor.ca/?p=229016 The transition will be finalized as of Jan. 1, 2024

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]]> Fintech in focus: PureFacts Financial Solutions Inc. https://phoenix.advisor.ca/my-practice/fintech-in-focus-purefacts-financial-solutions-inc/ Wed, 21 Jun 2023 10:00:20 +0000 https://www.advisor.ca/?p=226347 Firm uses AI to select products and identify clients at risk of leaving

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]]> Why clients should be cautioned about fintech services https://phoenix.advisor.ca/news/industry-news/why-clients-should-be-cautioned-about-fintech-services/ Thu, 01 Jun 2023 15:38:48 +0000 https://www.advisor.ca/?p=226214 Without open banking, Canadians' data is at greater risk when they use unregulated apps

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]]> Fintech advances can intensify investor inequality https://phoenix.advisor.ca/news/industry-news/fintech-advances-can-intensify-investor-inequality/ Fri, 21 Apr 2023 18:25:42 +0000 https://www.advisor.ca/?p=224606 Research finds that the benefits of innovation aren't shared equally

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]]> Fintech in focus: d1g1t https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/fintech-in-focus-d1g1t/ Fri, 31 Mar 2023 14:00:39 +0000 https://www.advisor.ca/?p=222867 Founder moves from solving math problems to advisor problems

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]]> Fintech in focus: Conquest Planning https://phoenix.advisor.ca/my-practice/technology/fintech-in-focus-conquest-planning/ Fri, 24 Mar 2023 19:44:11 +0000 https://www.advisor.ca/?p=223346 Planning software helps with client engagement

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]]> Fintechs fall to financial pressures https://phoenix.advisor.ca/news/industry-news/fintechs-fall-to-financial-pressures/ Thu, 16 Feb 2023 20:24:10 +0000 https://www.advisor.ca/?p=221951 Tighter funding conditions are squeezing upstarts, benefiting traditional firms

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