Blog

CapIntel places No. 13 on The Globe and Mail's fifth-annu...

The fifth annual Report on Business ranking of Canada’s Top Growing Companies. These 425 businesses (with anywhere from three employees to 9,000) r...

Read more

The Next Era of Holistic Wealth Management

Technology has continuously transformed the wealth management industry, and today marks the beginning of a new era.

Read more

The Basics of Reg BI

The SEC implemented Reg BI three years ago but some companies still aren't compliant. Here's what you need to know.

Read more

Embedding Compliance into the Wealth Management Workflow

In the finance industry compliance isn't a nice to have, it's a need to have. Here are five tips to integrate best practices into your everyday wor...

Read more

CapIntel adds Paul Williamson to its Impressive Roster of...

Technology Industry Veteran Brings Over 20 Years of Experience to CapIntel

Read more

Building Client Confidence Through Trust and Holistic Wea...

Building client confidence takes time. Incorporating the four key elements of trust and taking a holistic approach makes it easy.

Read more

CapIntel Expands Advisory Board Members in the US Market ...

Seasoned FinTech executive will help expand market share in the North American wealth industry to enhance fundraising potential.

Read more

5 Tips to Choose the Right Technology Partner

The right technology partner will make your workday efficient, effective and streamlined. The wrong technology partner will give you a headache. To...

Read more

To ESG or Not To ESG

Environmental, Social, and Governance (ESG) are three words—or three letters—that have become a hot topic in the investment world. But what is ESG ...

Read more