“When you inherit investments, you don’t have to pay any capital gains. These are deferred until you sell it, but the trick ...

Conversations are the backbone of what financial professionals do with clients. What are the best words to use with the right person?

Clients who request not to have AI record their conversations could be charged extra for the admin required, a panel of ...

Artificial intelligence and automated agents can help firms begin more personalized client interactions, even with minimal ...

Explore how the AI insurance industry is revolutionizing risk management and transforming client partnerships with personalized services.

Tony Tjan has spent more than 15 years leading MiniLuxe, a purpose-driven beauty brand pioneering clean, ethical and ...

Your current spending isn't just reflective of how you live now; it can be a predictor of how much money you'll need in ...

Wealthsimple’s $750-million raise values the fintech at $10 billion, cementing its position among Canada’s top startups.

Xero’s Kate Hayward on how firms can turn Making Tax Digital for Income Tax from a compliance task into a catalyst for smarter, AI-enabled accounting.

In 2015, two entrepreneurial innovators from Ontario – Tim Weber and Jon Mesquita – teamed up with Winnipeg-based Sergio ...

Beneath Nigeria’s digital landscape lies a shadowy and expanding underworld, a network of tech-savvy middlemen and pimps preying on young boys and girls ...