02/12/2021

Alto adds several prominent crypto fund managers

Not only does it offer effective portfolio diversification, but it provides a hedge against currency devaluation and the potential for significant long-term appreciation due to an IRA’s tax-friendly advantages.

02/08/2021

Big banks, Big Tech face off over swipe fees

“If they are going to act like a bank, they should be regulated like a bank, too,” one big-bank official said in comments that could presage a wider fight over a range of issues.

02/04/2021

CIBC adds insights to mobile app

Using AI and machine learning, CIBC Insights notifies clients of savings opportunities and unusual transactions, while providing guidance that can support better everyday spending decisions.

02/04/2021

Embracing Digital in 2021

The technology research firm, Celent further bore this out in its Wealth Management Technology Forecast 2020-2023.