Focal AI goes all-in on Canadian compliance, tools, and workflows, giving advisors back over 10 hours a week
Franklin Templeton on why alternatives belong in portfolio construction, not as an add-on
Beneva on digital tools reducing administrative friction, giving advisors more time for clients
BMO Insurance’s Rav Bharania and Nicole Kennedy on fixing advisor friction and scaling change
Focal, Harbourfront on AI: compliance, ROI, workflow as it scales beyond notes into automation
As global leadership broadens, Franklin Templeton says stock selection may matter more than ever
