4+ day, 9+ hour ago   (325+ words) Spark Centre requires at least $200,000 in revenue over the past 12 months to qualify Post-revenue Canadian startups that generated at least $200,000 in revenue over the preceding 12 months can now apply to a fee-free program that culminates in pitches to investors on…...

4+ day, 9+ hour ago   (435+ words) New Escalent research shows younger advisors are driving a shift away from self-built portfolios toward technology-enabled solutions Financial advisors are stepping back from hands-on portfolio construction at an accelerating pace as younger planners demonstrate different ideas about where their time…...

5+ day, 6+ hour ago   (175+ words) New report flags benefits and gaps in portability for investment firms Canadian securities regulators say giving investors more control over their financial data could ease the process of switching firms, but industry participants remain divided on how such a system…...

5+ day, 9+ hour ago   (564+ words) Nearly one in four newly minted billion-dollar startups this year operates in artificial intelligence, reshaping private market opportunity for advisors Artificial intelligence companies are minting more billion-dollar private startups than any other sector in 2026. That’s according to new data from…...

1+ week, 5+ day ago   (344+ words) Many countries still lack rules for deploying advanced AI models Financial Stability Board (FSB) chair Andrew Bailey set out the assessment in a letter dated August 28, to G20 finance ministers and central bank governors ahead of meetings this week. The FSB…...

1+ week, 5+ day ago   (376+ words) Canadian wealthtech firm is nearing $1 trillion in assets on its platform as it expands its sales leadership to grow its advisor network across North America Toronto-based wealthtech company d1g1t Inc. has appointed Alex Strekel as chief revenue officer, bringing more than…...

1+ week, 6+ day ago   (780+ words) Wealth Professional Helping clients through the existential worries stemming from trade Economic uncertainty has some clients wondering if the next generation can enjoy the prosperity they once had, Gene Kim helps them find answers Client reactions to the ongoing trade…...

2+ week, 8+ hour ago   (614+ words) New research finds 67% of US adults support broader access to AI investment opportunities, amid inequality concerns. Two-thirds of American adults believe everyday investors should have a stake in artificial intelligence's financial upside and a growing majority say the industry's wealth…...

2+ week, 5+ day ago   (407+ words) KPMG data shows capital flowing to fewer, more established fintech ventures as deal volumes decline year over year Canadian fintech companies attracted nearly US$1 billion in investment during the first half of 2026, as venture capital and private equity activity concentrated…...

2+ week, 6+ day ago   (184+ words) Michael Zagari has been using AI in his practice since late 2022, and with that experience comes a critical eye for the latest fad Each month at WP, we offer a slate of articles and content pieces that go deep on…...