The peer-to-peer platform connects creditworthy borrowers with lenders
The partnership will help the firms track advisors' interactions with clients
With the deal, Agora aims to strengthen its cloud-based wealth management platform
Investor behaviour is drawing parallels to the late-1990s tech boom, a report from Richardson GMP says
The use of AI at the bank has applications for analysts and advisors
Unemployment will likely remain above 7% through next year, a report says
The tool also allows advisors to gather e-signatures from clients
The online platform prompts clients to gather data, complete forms
The firm is currently beta-testing Wealthsimple Crypto
Intuit and Highline Beta announced the launch on Monday