Wealth Technology

OSFI flags frontier AI as top threat to Canada's financial system

Canada's banking regulator warns that rapid AI advances are amplifying cyber, third-party, and reputational risks facing financial institutions

OSFI flags frontier AI as top threat to Canada's financial system

Canadian investors demand human oversight as AI enters the advice equation

New RIA research reveals investor discomfort with AI-driven decisions - and strong appetite for energy security and critical minerals

Canadian investors demand human oversight as AI enters the advice equation

PureFacts and Ascentix target fee leakage in wealth management firms

Wealth enterprises are leaving revenue on the table - a Canadian software firm enters new partnership with strategic consultancy

PureFacts and Ascentix target fee leakage in wealth management firms

Scotia Wealth Management opens a new service for ultra-high-net-worth clients

The service spans public and private assets, ownership structures, and geographies for UHNW clients

Scotia Wealth Management opens a new service for ultra-high-net-worth clients

Estate executor gap: most Canadians willing but not ready

A new national survey reveals a critical estate planning blind spot - and a clear opportunity for financial advisors to step in

Estate executor gap: most Canadians willing but not ready

AI transformation in wealth management stalls at ambition, study finds

Most firms acknowledge the need for an operating model reset, but few are building the capabilities to make it real

AI transformation in wealth management stalls at ambition, study finds