Technology is the real driver here. The FCA highlights how digital platforms, especially those powered by AI, can scale guidance quickly and cost-effectively. In short, better understanding leads to better choices.
“Our biggest bet is on financial planning being the core of our value proposition,” said Scott Sullivan, Principal, Canadian Business Segment Leader at Edward Jones.
Are we really keeping up with the key trends in the investment management industry? Costs are increasing, and there are significant changes to innovation in tech and regulations. It is shown that corporate onboarding can still be very challenging compared to individual account opening, like a bank account in the retail sector.
Tokenovate launches the Novat, a programmable, settlement protocol for tokenised assets designed to unlock liquidity, reduce systemic risk, and streamline post-trade operations across capital markets.
ISDA and Tokenovate have announced the establishment of a new taskforce within FINOS to accelerate operationalization of the Common Domain Model (CDM).
Fintech 100: The most promising fintech startups of 2025 – CB Insights Research
Conquest has been named as one of Canada’s Top Growing Companies by The Globe and Mail.
Conquest has won the 2025 Datos Insights Impact Award in Wealth Management for Best Innovation in Financial Planning Technology
Deloitte Technology Fast 50 program
Written by Engine’s new Chair, this post sets out key mistakes to avoid when you apply.
Ruleguard rises to the top as a Category Leader in GRC Solutions 2025.
Regulatory momentum is clear. The supervisors are prioritising systems that promote innovation, support growth, and reinforce stability.
Now is the time for regulated firms to take action.
