Understanding the “Explorer” Behavioural Persona
The InvestorEQ risk tolerance assessment is designed to uncover key psychological factors that…
Thought Leadership
Going deeper into our thinking behind our digital wealth management technology and how we’re making the financial advisor’s world better.
Going deeper into our thinking behind our digital wealth management technology and how we’re making the financial advisor’s world better.
Wealth management insights: Opening digital doors to personalized advice and engagement
Wealth management insights: Opening digital doors to personalized advice and engagement. Pascal President…
The Digital Imperative: How Digital Technology is Empowering Financial Advisors
Pascal CEO Howard Atkinson's presentation to the Financial Planning Association of Canada Advisor…
Wealth Management in a Digital World. Pascal CEO Howard Atkinson Presentation to the IAFP Symposium.
Pascal CEO Howard Atkinson, one of Canada’s leading wealth management executives, took a…
Pascal CEO Howard Atkinson in Conversation with Fintech Canada
Howard Atkinson takes a deep dive with Fintech Canada into trends in wealth…
Connecting Advisors to their Clients with Behavioural Finance
Client-focused reforms boost the rationale for financial advisor practices to adopt behavioural finance…
From CFRs to Competition, Digital Technology Is the Path Forward for Financial Advisors
With Client Focused Reforms (CFRs) barrelling down the pipe for Canadian financial advisors,…
Digital Technology Empowering Advisors
WealthTech Summit Interview of Pascal CEO Howard Atkinson At the Wealth Professional…