Study shows AI‑savvy advisors gain time, sharpen advice and build a head start on future client flows
In today’s hyperpersonalized environment, investors expect a reporting experience as intuitive and engaging as the digital platforms they use every day. This shift demands advanced technology capable of delivering personalization at scale
Canadian wealthtech has grown under Mark Evans, now Brad Joudrie explains the challenges he sees advisors facing and how he wants to address them
Chris Warner sees past the AI hype, to the small areas where this tech can make life easier, he argues its transformative promise lies in those small wins
Treating generative AI as a trainable teammate could be promising for portfolio managers, but it may never replace the role of final human decisions
Stacey Petersen talks to WP about why the shift is only the beginning of a broader evolution in investor experience
