Jobs in FinTech: A career with a future
Jobs in financial technology (FinTech) companies are more attractive than ever. Here are a few tips for finding a job in this promising field....
Sep
25
Croesus meets
Aug
31
Checklist for wealth managers to meet Canada’s privacy laws
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...
Mar
8
The contribution of women in tech
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...
Feb
15
Mastering complexity management for investments
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,...
Nov
29
Wealth management leader: an interview with Annie Sinigagliese
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...
Sep
27
The cybersecurity factor hidden in ESG impacts the investment risk management framework : interview with Marc Riel
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....
Jun
21
How aging baby boomers may reverse inflation growth
Discover how the aging of the baby boomers and other deflationary trends may soon reverse inflation growth....
May
17
The 10 commandments for advisors to a positive wealth management client experience
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...
May
3
Croesus, Developer of human wealth
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,...
Mar
8
Women in finance: A vice-president’s perspective
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,...
Mar
2
Advisors: perform in the new human-centric dynamic
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...
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