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Canada needs to be a fast follower in open banking

Ottawa should act now and give consumers better financial options that allow Canadian startups to innovate. If we wait, we risk again asking why we fell behind. ....

Dan Richards , Rotman School Of Management , Conquest Financial Planning , Rotman School ,

Pricing, private equity and tech — where next for platforms in 2023?

Platform chiefs and market watchers are braced for a new round of challenges in 2023, Laura Miller writes… ....

United Kingdom , Alex Cowan Sanluis , James Hay , Warren Buffett , Ian Mckenna , David Tiller , Ola Abdul , Richard Bradley , Financial Conduct Authority , Financial Technology Research Centre , Fidelity Adviser Services , Technology Research Centre , Conquest Financial Planning , Amber Financial , Preservation Capital Partners , Consumer Duty , Lang Cat , Erich Mayor , David Tiller , Ola Abdul , Advice Tech ,

Ian McKenna: FCA simplified advice plans threaten UK's global advice tech lead

Diluting the perimeter between advice and guidance at this time will not only precipitate significant consumer harm but also undermine the UK’s position as a global advice tech leader. ....

United Kingdom , Advice Through Technology , Hub Financial Solutions , Financial Conduct Authority , Financial Ombudsman Service , Canadian Financial Planning Association , Will Trout , Dynamic Planner , Conquest Financial Planning , Destination Retirement , Consumer Duty , Empowering Advice Through Technology ,