Mobile – 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 Fri, 29 Sep 2023 16:04:48 +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 Mobile – Advisor's Edge https://phoenix.advisor.ca 32 32 SEC, CFTC hit delete on firms’ WhatsApp, texting https://phoenix.advisor.ca/news/regulation/sec-cftc-hit-delete-on-firms-whatsapp-texting/ Fri, 29 Sep 2023 16:04:48 +0000 https://www.advisor.ca/?p=231312 Another 10 firms sanctioned for extensive recordkeeping violations

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]]> Trading apps risk turning investors into gamblers: FCA https://phoenix.advisor.ca/news/industry-news/trading-apps-risk-turning-investors-into-gamblers-fca/ Mon, 21 Nov 2022 19:03:31 +0000 https://www.advisor.ca/?p=216785 U.K. regulator says gamification tactics can drive problematic investor behaviour

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]]> Three tech firms to launch new tool for advisors https://phoenix.advisor.ca/news/industry-news/three-tech-firms-to-launch-new-tool-for-advisors/ Tue, 26 May 2020 15:48:32 +0000 https://www.advisor.ca/?p=180541 Envestnet, AdvisorStream and Apprise Labs have created a new data-driven app

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]]> Majority of Canadians prefer online banking: CBA survey https://phoenix.advisor.ca/news/industry-news/majority-of-canadians-prefer-online-banking-cba-survey/ Wed, 13 Mar 2019 14:57:44 +0000 https://www.advisor.ca/?p=163104 Nearly nine in 10 Canadians used online banking in the past year

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]]> Canada bucks trend with 7% climb in VC deals https://phoenix.advisor.ca/news/economic/canada-bucks-trend-with-7-climb-in-vc-deals/ Wed, 25 Jan 2017 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/canada-bucks-trend-with-7-climb-in-vc-deals/ When it comes to the deal activity of companies backed by venture capital (VC), Canada bucks global declines. In 2016, VC-backed company deals rose 7% in 2016 to 266 deals, reveals a report from PwC Canada and CB Insights. Total dollars invested were US$1.7 billion, which roughly matches 2015’s figure. Both trends contrast significantly with […]

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]]> Consider telco and rail companies https://phoenix.advisor.ca/news/economic/consider-telco-and-rail-companies-2/ Tue, 05 Jan 2016 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/consider-telco-and-rail-companies/ The growing demand for mobile data is creating infrastructure opportunities.

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]]> What’s boosting the U.S. consumer sector? https://phoenix.advisor.ca/news/industry-news/whats-boosting-the-u-s-consumer-sector-2/ Thu, 30 Jul 2015 04:55:44 +0000 https://avatar.advisor.ca/uncategorized/whats-boosting-the-u-s-consumer-sector/ Mobile technologies are boosting sales in the U.S. consumer sector.

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]]> Watch shifts in consumer behaviour https://phoenix.advisor.ca/news/industry-news/watch-shifts-in-consumer-behaviour-2/ Thu, 18 Sep 2014 04:59:17 +0000 https://avatar.advisor.ca/uncategorized/watch-shifts-in-consumer-behaviour/ Companies should revisit marketing budgets as consumers evolve.

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]]> Tech sector trends to watch https://phoenix.advisor.ca/investments/market-insights/tech-sector-trends-to-watch-2/ Tue, 10 Jun 2014 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/tech-sector-trends-to-watch-2/ Emerging tech trends you can discuss with clients.

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]]> How tech helps Gen Y with finances https://phoenix.advisor.ca/news/industry-news/millennials-mobile-based-lives-changing-banking/ Fri, 23 May 2014 09:40:17 +0000 https://avatar.advisor.ca/uncategorized/millennials-mobile-based-lives-changing-banking/ Millennials' dependence on mobile devices has an impact on how they view finances, says a report from BMO.

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