The partnership allows clients to aggregate their assets from other financial institutions
Existing legacy systems must be left behind, says a report from Oliver Wyman
Toronto-based Planswell will use the funds for product enhancements and expansion
Clients can access financial planning tools using Google Assistant
Foundation Wealth Partners uses a platform that allows advisors to launch their own independent business
The new functions add to existing insurance and savings services
The pilot project is targeting a public launch for the fall
Many cryptoassets fall through regulatory gaps
European regulators compared initiatives across the region
Why overcoming hurdles is critical for success