Fintech client onboarding provider, Advisor Flow partners with Flinks

New partnership results in an onboarding technology platform which also allows independent advisors to digitally pull tr…

LIFE INSURANCE | June 16 2021 02:09PM
Croesus partners with Conquest to offer financial planning capabilities

Users will have the ability to build customized financial plans for their clients based on the data residing in Croesus.

INVESTMENT | June 10 2021 02:56PM
Sun Life’s Ella is getting smarter and smarter, Jacques Goulet says

The insurer’s investment in AI is paying off, the insurer says.

LIFE INSURANCE | March 09 2021 10:00AM
Wealthsimple raises $114 million

Fintech Wealthsimple is part of the Power Corporation of Canada group, parent company of Great-West Lifeco and IGM Finan…

LIFE INSURANCE | October 19 2020 11:40AM
Technology in life insurance: a problem that spans 150 years

Tech provider Equisoft commissioned a Celent study that finds that life insurers’ past will impact their digital future.

LIFE INSURANCE | October 16 2020 10:20AM
Insurers need to rethink distribution and product development

A panel of regional practice leaders from McKinsey & Company discussed the insurance industry’s future, including distri…

ENTREPRENEURSHIP | October 13 2020 10:09AM
Wealthtech solution for advisors at heart of collaboration

Dealer and fintech collaborating on robust wealthtech solutions for advisors.

INVESTMENT | July 31 2020 01:11PM