With the introduction of new laws, Canada is entering a new era of privacy protection. Investment firms and financial institutions now have completely overhauled how they collect, store, and use...
Women in computer science and computer engineering are underrepresented. Yet their contribution to IT teams is significant, according to Marie-Philippe Gill, a research developer at Croesus and techfluencer (aka Girl...
The work of portfolio managers is more complex than ever because of the growing number of factors influencing markets. Faced with uncertainty, financial professionals must adapt, says Jean-François Lavallée, author,...
Annie Sinigagliese, Vice-President, Chief Product Officer at Croesus was named a 2022 5-Star Leading Woman in Wealth by Wealth Professional magazine. Croesus meets with her to learn more about her...
When we think of good reasons to invest in ESG, we often stop at the environment, while cybersecurity is another component that is not insignificant....
Discover how the aging of the baby boomers and other deflationary trends may soon reverse inflation growth....
In wealth management, financial performance is important, but the client experience should not be overlooked. Building a positive relationship with investors moves you from being a service provider to a...
Croesus is rolling out its new employer brand today. Its slogan “Developer of human wealth” reflects how much the organization cares about the well-being of its employees, customers, and partners. Each year,...
Women are increasingly taking their place in Canadian finance, but the glass ceiling is not quite shattered. On International Women’s Day, Croesus spoke to one woman who has broken through,...
The explosion of new FinTech solutions and the pandemic have completely transformed the banking industry. More than ever, investors need to develop a relationship of trust with their portfolio managers...