The tax on split income rules are viewed as highly complex
Greenwich Associates reports that U.S. firms spent US$1 billion on regtech last year
The group includes industry players, lawyers, consultants and representatives from crypto firms
Users now have access to Portfolio Score, which provides a holistic assessment of portfolio construction
CI will make an equity investment in d1g1t and use the firm’s enterprise wealth management platform
Greenwich reports technology is levelling the playing field between small U.S. banks and large ones
The online platform, launched by IG Wealth Management, gives users a score in less than 15 minutes
How technology and genetics will impact financial planning
The new version will combine various standalone filing systems
UQAM professor Richard Guay will chair the scientific committee