Announcing The Canadian Fintech Landscape: Summer 2020

 
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By: Jason Periera

Surveying The Fintech Solutions Available To Advisors In Canada

More and more Financial Advisors are having to act as their own Chief Technology Officers. In order to help facilitate advisors’ efforts, I have complied a market survey of technology products that can help advisors enable their practice.

Special thanks goes out to Michael Kitces for inspiring this effort through his work on his Fintech Map.

A single full-page downloadable summary, with logos, clicked to the company websites can be found here, and a dynamic searchable directory can be found here: Canadian Fintech Landscape Summer 2020

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I have asked the question countless times when meeting with representatives from various product and service providers.

“When am I going to be able to do this digitally?”

The typical response to this question? “Don’t hold your breath.” Usually accompanied by some sort of either laughter or awkwardness.

My response to this nonsense and heel-dragging has always been the same. “What year, exactly, do you think it is?” After all, DocuSign was founded in 2003.

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Attention all Financial Advisors:

My friends over at Advisorstream re conducting a short 3 question client communication survey. Please take the time to fill it out and you will be entered in a draw for a $100 Starbucks gift card.

http://advisorstream.com/survey2020

All the best,

Jason

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I have asked the question countless times when meeting with representatives from various product and service providers.

“When am I going to be able to do this digitally?”

The typical response to this question? “Don’t hold your breath.” Usually accompanied by some sort of either laughter or awkwardness.

My response to this nonsense and heel-dragging has always been the same. “What year, exactly, do you think it is?” After all, DocuSign was founded in 2003.

Needless to say, in the wake if COVID 19, companies’ apathy to digitization is no longer funny. In fact, it never was.

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Does this mean that dividend irrelevance theory doesn’t hold up outside the ivory tower? Nope: Modigliani and Miller are right – and investors’ love of dividends is really just mental accounting at work.

Featured, Research, WowMJason PereiraFintech