Estate professionals are also adopting platforms to streamline the administration process
Unconventional sources are becoming more important
The credits are for investments in clean electricity, clean-tech manufacturing and hydrogen
Planning software helps with client engagement
Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities
Canadian banks are much less exposed to the technology sector
SVB was the 16th largest bank in the U.S., holding $210 billion in assets
RF Capital CEO Kish Kapoor attributed the problems to technology issues, data transfer challenges and user training
Tighter funding conditions are squeezing upstarts, benefiting traditional firms
AdviceSuite to be incorporated into CGI Wealth360