AI Is Changing Client Conversations, Advisors Should Lead Them
By Lynn Wang, CFA, CAIA, CFP®, TEP, CLU, FRM Clients are increasingly using AI tools to explain investment concepts, summarize market news, compare products and test portfolio ideas before they ever speak with an advisor. This shift is not a threat to professional advice, but it does change the conversation. …
CIBC poll finds disconnect in Canadians’ estate planning: nearly all say a will is essential, yet only half have one
Nearly three-quarters plan to transfer wealth while living, but without a plan, good intentions may fall short TORONTO, ON–A new CIBC poll focused on inheritance and wealth transfer highlights a striking gap in estate planning among Canadians: while 94% believe everyone should have a will to clearly outline the transfer …
FirstOntario Credit Union Goes Live on Open Banking with FIS® Everlink™ payment services and Flinks
As Canada’s Consumer-Driven Banking Act comes into force, FirstOntario activates consent-based financial data sharing for its members TORONTO,ON–FirstOntario Credit Union, FIS Everlink™ payment services, and Flinks announced that FirstOntario is now live on Open Banking infrastructure (also known as consumer-driven banking), enabling its members to securely share their financial data …
New IBM Study Finds CIOs, CTOs Face Growing AI Control Gap
Most surveyed technology leaders are accountable for systems they don’t fully control; Only 11% of respondents say they’re completely prepared for the scale of AI agent deployment; Organizations that design control into their AI systems achieve significantly stronger performance outcomes ARMONK, N.Y.–A new IBM Institute for Business Value study reveals …
Neo Financial Launches Four New Credit Cards Designed Around How Canadians Actually Spend
CALGARY, AB–Neo Financial, one of Canada’s fastest-growing fintech companies, today announced the launch of four new credit cards across its Neo World Mastercard® and Neo World Elite® Mastercard lineups, the largest product expansion in the company’s history. The new cards are built around distinct rewards categories: Shop & Dine and …
Most Canadians Say Talking About Fraud Is Key to Reducing Risk and Breaking Stigma, TD Survey Finds
62% believe open conversations could help reduce fraud risk, yet only 23% regularly talk about scams with family TORONTO, ON–Many Canadians say they believe talking openly about fraud could help prevent scams and protect their finances, yet most aren’t having these conversations, according to a TD survey. Key findings from …
Manulife Wealth & Asset Management Expands Exclusive Health and Wellness Offers to Retirement Plan Members and Wealth Clients in Canada
New offers support everyday wellbeing and long-term health, helping people take practical steps toward living longer, healthier lives TORONTO, ON–Manulife Wealth & Asset Management (Manulife WAM) announced the launch of exclusive offers from leading health and wellness providers now available to eligible Group Retirement plan members1 and private wealth clients …
RBC Dominion Securities earns top advisor rating among bank-owned investment dealers
Two decades of industry-leading support for advisors and trusted advice for clients TORONTO, ON–RBC Dominion Securities (RBC DS), a division of RBC Wealth Management, has been recognized by its advisors as the highest-rated bank-owned investment dealer in Canada in Investment Executive’s 2026 Brokerage Report Card. The recognition marks the 20th …
Beyond Survival: How Canadian Credit Unions Can Turn a Platform Crisis into a Competitive Edge
By Alexey Lapusta, Regional Director Americas, Plumery With the sunset of Forge, Canadian credit unions face a critical decision about their digital banking platform – and their choice will define their competitiveness for the next decade. Whatever path you take, it isn’t just about replacing functionality; it’s a strategic inflection …
Flexibility Is Key as Canadian Businesses Rethink Financing
With available credit shrinking amid economic turbulence, Canadian finance leaders have concerns beyond just securing capital By Michael Fox, Vice President, International Business Development, Mitsubishi HC Capital Canada For most of the past decade, equipment financing decisions were relatively straightforward because interest rates were low and credit was abundant. Many …