Wealth management is increasingly competitive, and client expectations are rising. To be successful, firms need to have a genuine interest in helping the people they serve. As such, financial professionals...
Portfolio rebalancing is a necessary and beneficial process and a good software can not only offer better and faster rebalancing but also open up a world of possibilities. CIOReview asked...
Financial advisors wear many hats and deal with a number of systems, including portfolio management systems, CRM, and other solutions. In such situations, advisors always find it difficult to garner...
Next-generation technology can elevate advisors’ productivity with what-if scenarios, daily task mapping, portfolio alerts, and more....
Annie Sinigagliese in a CIPF podcast How is the regulatory framework in Canada addressing the rise in crypto assets? Annie Sinigagliese, Vice-President and Chief Product Officer at Croesus, and former Executive...