Advisor Stories

Canadian Stories

Advisor stories

TD Merchant Solutions launches Clover platform in Canada

Canadian small businesses will gain bundled payments and management tools as TD folds Clover point-of-sale devices into its merchant services.

By Karen Joy Bacudo • 3 min read • Thu, 16th Jul 2026

Digital Transformation

AI & specialisation fuel high-performer growth in software channel

AI adoption and focused specialisation drive high-performing software channel partners, delivering over 20% revenue growth and stronger customer advocacy worldwide.

By Jed Nykolle Harme • 4 min read • Thu, 25th Sep 2025

Global Stories

Advisor stories

Data Analytics

Bookkeepers offer unpaid advice as tax demands grow

More than one million extra sole traders and landlords will be pulled into Making Tax Digital from next April, boosting demand for bookkeepers' guidance.

By Karen Joy Bacudo • 5 min read • Last month

Customer Relationship Management

Zocks links client data platform to Claude for advisers

Advisers can now draft reviews and tax summaries with client context drawn from Zocks' conversation data, while keeping access read-only.

By Karen Joy Bacudo • 4 min read • Last month

Software-as-a-Service

Translation over technology: The channel's most undervalued skill

Channel partners risk losing customers if they cannot turn acronyms like UCaaS and SASE into clear business outcomes.

By Will Morey • 4 min read • Tue, 11th Aug 2026

Phishing

Cork Cyber wins Pax8 Startup Vendor of the Year award

MSPs may see fewer alerts and lower workloads as the security vendor expands its Pax8 channel reach after a startup award win.

By Joseph Gabriel Lagonsin • 4 min read • Wed, 17th Jun 2026

Digital Transformation

AI tax research use nearly doubles at accounting firms

Routine tax workflows are shifting as 60% of US accountants now use AI weekly, with many expecting billing models to change.

By Karen Joy Bacudo • 4 min read • Thu, 11th Jun 2026

Security Operations Centres

Stop confusing demos with POCs - Your pipeline depends on it

Pipeline stalls when a feature demo is mistaken for a POC, wasting time and leaving buyers unsure what success looks like.

By Rajesh Agnihotri • 7 min read • Mon, 8th Jun 2026

Document Management

DocuWare: Mindset, not tech, holds back channel automation

DocuWare's EMEA and APAC sales VP says UK channel businesses are failing customers by focusing on products rather than outcomes.

By Jake MacAndrew • 3 min read • Wed, 27th May 2026

Document Management

PFU launches partner programme for EMEA workflow sales

The move gives EMEA resellers a route to steadier software-led income as scanner margins come under pressure across the channel.

By Sean Mitchell • 3 min read • Thu, 16th Apr 2026

Firewalls

MSPs eye hybrid IT gains in cloud & security services

MSPs chase predictable hybrid IT revenue as research shows cloud management and security services leading demand across global markets.

By Sofiah Nichole Salivio • 4 min read • Fri, 20th Mar 2026

Robotics

Dell expands NVIDIA AI Factory to boost enterprise ROI

Dell broadens its AI Factory with NVIDIA, touting 4,000 users and early adopters claiming up to 2.6x ROI as AI pilots scale up.

By Joseph Gabriel Lagonsin • 5 min read • Tue, 17th Mar 2026

Digital Transformation

CyberArk crowns PwC 2025 Global Partner of the Year

CyberArk names PwC its 2025 Global Partner of the Year as partner-led deals surge and certification-driven identity security gains pace.

By Joseph Gabriel Lagonsin • 4 min read • Wed, 11th Feb 2026

Stories from Other Regions

Advisor stories

Digital Transformation

AI just automated PR's training ground, and the profession hasn't rebuilt it

PR firms risk a future talent gap as AI wipes out the junior tasks that once taught judgement, coaching and client skills.

By Emma Dale • 4 min read • Last month

Mergers and Acquisitions

Stevens Capital Partners tops USD $800 million AUM

An acquired Dallas tax practice gives the Omaha-based adviser more than 300 extra clients as it expands its integrated wealth planning push.

By Karen Joy Bacudo • 4 min read • Tue, 25th Aug 2026

Digital Transformation

FNZ deepens FirstCape partnership with platform shift

The deal gives FirstCape a new platform for its New Zealand wealth businesses, with FNZ taking over build, migration and ongoing operations.

By Sean Mitchell • 3 min read • Fri, 8th May 2026

Human Capital Management

Six Degrees rebrands with human-led hiring message

The refresh aims to reassure clients that senior hires still hinge on judgement, relationships and sector expertise despite rising automation in recruitment.

By Mark Tarre • 4 min read • Mon, 6th Apr 2026