Technology – 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, 06 Oct 2023 20:20:12 +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 Technology – Advisor's Edge https://phoenix.advisor.ca 32 32 Investors still trapped in Emerge ETFs six months into cease-trade order https://phoenix.advisor.ca/news/etfs/emerge-etfs-still-untradeable-six-months-later/ Thu, 05 Oct 2023 16:34:09 +0000 https://www.advisor.ca/?p=231367 The order has prevented investors from cashing out after recent gains for Emerge's six ARK ETFs

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]]> Fintech group pushes for action on open banking, payments modernization https://phoenix.advisor.ca/news/industry-news/fintech-group-pushes-for-action-on-open-banking-payments-modernization/ Wed, 04 Oct 2023 16:39:01 +0000 https://www.advisor.ca/?p=231489 Campaign cites high banking fees, payments processing costs

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]]> IA Financial buying U.S. insurance company Vericity for US$170 million https://phoenix.advisor.ca/insurance/life/ia-financial-buying-u-s-insurance-company-vericity-for-us170-million/ Tue, 03 Oct 2023 14:31:07 +0000 https://www.advisor.ca/?p=231416 Vericity includes insurance carrier Fidelity Life and direct-to-consumer agency eFinancial

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]]> AI tools for financial advisors are already here https://phoenix.advisor.ca/my-practice/technology/ai-tools-for-financial-advisors-are-already-here/ Thu, 28 Sep 2023 17:12:08 +0000 https://www.advisor.ca/?p=231228 From meeting prep to constructing financial plans, here's how advisors are making use of new tech

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]]> The slow work of converting social media followers to clients https://phoenix.advisor.ca/my-practice/technology/the-slow-work-of-converting-social-media-followers-to-clients/ Fri, 22 Sep 2023 12:33:25 +0000 https://www.advisor.ca/?p=231025 Committing to a platform and showing your personality can help with prospecting

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]]> 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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]]> Conquest partners with CapIntel https://phoenix.advisor.ca/news/industry-news/conquest-partners-with-capintel/ Wed, 30 Aug 2023 13:01:58 +0000 https://www.advisor.ca/?p=230177 Deal brings Conquest software to CapIntel platform

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]]> Survey reveals age divide in use of AI for finances https://phoenix.advisor.ca/news/industry-news/survey-reveals-age-divide-in-use-of-ai-for-finances/ Mon, 28 Aug 2023 18:15:33 +0000 https://www.advisor.ca/?p=230165 Many who remain skeptical may be using the technology already

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]]> China faces uncertain, slower growth future https://phoenix.advisor.ca/news/economic/china-faces-uncertain-slower-growth-future/ Thu, 24 Aug 2023 18:30:05 +0000 https://www.advisor.ca/?p=230086 Traditional economic drivers have peaked, and headwinds are building, Moody's says

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