Fragmented, growing regulation is raising financial industry costs, pricing many Canadians out of personalized financial advice. This paper analyzes the link between cumulative and uncoordinated regulation and a widened “advice gap” in Canada. The paper recommends a framework that maintains strong consumer protections but also fosters accessibility, scalability, and innovation.

This year’s TrustArc Global Privacy Benchmarks offers a comprehensive 360° view of 1,775 professionals, including executives, managers, and frontline staff, along with privacy team leaders and members. The survey covered the U.S., Europe, the UK, and Canada. Our 6th annual report includes privacy views into AI, tools of the trade, a winning privacy blueprint, along with challenges and opportunities for privacy professionals.

Golfdale partnered with Security Compass to gather input from senior managers and leaders across major US agencies, including Homeland Security, Health and Human Services, Veterans Affairs, and Defense. Their insights highlight the pressure to modernize secure development and ATO workflows, the gaps that slow progress and where agencies are concentrating investment.

In today’s economy, sound financial advice is a foundational service that helps households build security, resilience, and long-term wealth. Yet in Canada, those who stand to benefit most from professional advice, modest- and middle-income families, often face the highest barriers to accessing it. This interactive report exposes the preventing equitable access to financial advice and the opportunities to close them.

Software building companies in the U.S., Canada, and the UK are raising their focus on application security training in response to evolving threats. This Security Compass commissioned study finds compliance demands and emerging AI risks are pushing most organizations to invest more in both formal and on-the-job security training.

This TrustArc Board Member Guide helps leaders navigate AI governance and adoption. It outlines the opportunities and risks created by emerging AI capabilities, and the strategic oversight required at the Board level. Senior executives must ensure the CEO sets a clear vision for AI adoption and that governance frameworks remain agile as technology evolves.

Security Compass commissioned a US and Canada survey of security practitioners in medium-to large-scale software organizations. Most view threat modeling as a top priority. Across the software development lifecycle, success hinges on automation, investing in specialized training, improving toolchain interoperability, and defining clear metrics to demonstrate return on investment.

Golfdale was commissioned by Security Compass to examine how companies that produce software are integrating AI models, weighing their risks, and shaping secure development practices. Insights were garnered from 200 executives and managers in large software-producing companies across the US, UK, and Canada.

Golfdale was commissioned to provide comprehensive surveying and interactive reporting for the Ontario Chamber of Commerce’s flagship annual publication, the Ontario Economic Report. This marked the fifth year of our involvement in delivering the province’s most widely referenced business outlook.

Slides from a talk given at the C.D. Howe Institute on how the rapid growth of generative AI will reshape discussions around cybersecurity and privacy. The priority of “shifting left” in the software development life cycle, new governance and policy perspectives, the state of AI integration and its relationship to privacy competence, contrasting the approaches of top versus bottom privacy performers, and the opportunities it offers to executives and to public policy makers.

Airlines are wakening to the $1.2 trillion market of travel and tourism dollars that surround their business. This Guestlogix commissioned White Paper synthesizes behavioral economics research on airline travel, tourism, retail ecommerce, mobile web development, and data science recommender systems in order to curate travel options with an AI-driven, mobile first technology approach.

Online grocery shopping habits are changing and with them, considerable investments in digital grocery offerings. Mapping out the road to ecommerce success, we investigated three levels of change: the front line store level view, an organizational level view of changing demand and habits, and the macro economic landscape. This Mercatus commissioned strategy paper provides practical guidance for regional grocers on how to get in front of eCommerce and meet changes in consumer habits.

The leading software provider of Environment, Health, Safety, and Quality Management, Intelex Technologies, commissioned the author to investigate the data on events leading up to workplace safety incidents. This White Paper showcases key insights. Companies that go the extra distance of recording “near misses” had occupational safety ratings up to 3 times better than those that did not.

Organizations with distributed workforces have the opportunity to adopt new mobile communication technologies that allow them to monitor, engage, connect, and recognize all employees, from head office to the remote sales floor, driving improved performance and enterprise growth. This commissioned White Paper by Nudge explores how mobile technology has opened new frameworks for working more efficiently and solves the “last mile” communication challenge in the workplace.

In HBR’s The Future of Retail forum, we explored the new world of customer experience management pioneered by our software company Empathica (now InMoment). The value proposition was clear and compelling: for the price of a single mystery shop, wouldn’t you rather listen to 30-50 customers? Our “Go Recommend” system added a virtuous loop, linking positive customer experiences with recommendations on social networks.