Jayson Horner, President, CEO, and Co-Founder of The CanDeal Group, shares his insights on leading technological transformation in a critically important industry, Canada’s position in the global marketplace, and staying motivated from one challenge to the next.
You asked, we answered! Here are the questions from our webinar panel discussion hosted by Advisor’s Edge.
A new SRO was formed this week, merging IIROC and the MFDA. Evolving regulatory conditions across the financial services industry create challenges for Canada’s wealth managers, especially those in the process of navigating digital transformation.
Check out our selection of 2021 research reports created to help advisors make sense of market trends that are anything but status quo this year.
In this interview with Glenn Goucher, former President of the Canadian Derivatives Clearing Corporation, he shares his insights on technological innovation in the Canadian finance sector, how he helped Canada’s financial system during the COVID crisis, and his advice for new grads.
Learn about the custom automation configured for this portfolio management firm, and how it led to more centralized operations, increased visibility for compliance, meaningful time savings and more.
In case you didn't get a chance to attend this year's Canadian Fintech Summit, we’ve rounded up the top insights right here. Read on to learn what speakers had to say about digital banks, diversifying finance, regulating cryptocurrencies and more.
Did you know Mako began as a compliant, online transfer agency platform? Today we have morphed into automation architecture that can be configured for almost anyone working in wealth management. Check out our full brand story here.