AI adoption is accelerating, bringing not only new ways of working, but also new failure modes that need proactive management ...

Strategic alliance brings held-away cash management capabilities to advisors working with ultra-high-net-worth clients.

"We are pleased to welcome Constellation Wealth Capital as a strategic partner. Their deep experience in the wealth ...

Scotiabank today announced that it has been named the Best Transaction Bank in Canada by Euromoney as part of the publication ...

The Port of New Orleans (Port NOLA) appoints Morten Møller Jensen to its executive leadership team as Chief Operating Officer ...

Thrivent Expands ETF Product Suite with Mid Cap Value and Small Cap Value Fund Conversions. The new ETFs complement ...

The Canadian legal tech innovator on how his product streamlines client engagement for law firms ...

FP Alpha, the AI-driven tax, estate and insurance planning tool for financial advisors, today announced the successful integration of its platform with eMoney Advisor, a leading financial planning ...

Edward Jones Canada, a subsidiary of one of North America’s leading wealth management firms, has entered into an agreement to acquire Fiduciary ...

Scotiabank today announced key executive appointments effective December 2, 2025, to support the Bank’s strategic priorities and accelerate progress toward its ...

Study based on survey of 300+ CIRO-registered and independent advisors from across the Canadian wealth management sector ...

Shea Sanche says his latest acquisition brought on ‘exactly the kind of clients who fit our [financial] planning-first ...