Fintech: A strategic play
Wealthsimple facing powerful competition in the U.S.
Wealthsimple facing powerful competition in the U.S.
Clients are moving to bolder investment strategies for their RRSPs
IIROC rethinks the role of "order execution only" firms
Faster and easier underwriting is welcome, but there are concerns less testing could lead to claims being questioned
TD Wealth Private Wealth Management has been hiring “wealth advisors”
Denis Berthiaume, senior executive vice president and chief operating officer of Lévis, Que.-based Desjardins Group, has been named 2016 Financial Personality of the Year in…
Advisors need to talk to clients about their retirement future and show the potential damage RRSP withdrawals cause
The SRO's proposed proficiency standards for financial planners is getting pushback from some in the industry
Volatile market conditions in 2016 made it difficult for many portfolio managers to score home runs
Advisors should help clients with their final intentions prior to their deaths. This should help prevent legal battles
Advisors who prosper in the future are likely to be those who embrace technology as crucial to their practice rather than trying to avoid the…
Protecting your sensitive digital records has never been more challenging, as cybercriminals become ever more resourceful and ruthless. Regulators, firms and financial advisors are ramping…
Whether the task is reports to investors, meeting client identity requirements or fulfulling obligations to seniors, technology can make compliance more manageable
As technology redefines the way you communicate with your clients and prospects, don't forget about the traditional methods of contact that still resonate on an…
Advisors will continue to have an important role in an increasingly technology-dependent world. The job will be to engage clients in determining the best courses…
Dan Egan, of U.S. robo-advisor Betterment, discusses the future of investing
You can reduce the chances of your clients being hurt by identity theft by educating them on how to take preventative measure
Several of the big banks are leaping headlong into the new computing frontier that is artificial intelligence, looking for customer preferences, streamlined operations and lower…
These applications, most of them free of charge, can make your business life easier by organizing and simplifying functions such as email, podcasts and note-taking
As robo-advisors become more popular, a new model - in which human advisors interact with clients while the digital platform manages asset allocation - is…
Although some older clients may be early adopters of new technology, many seniors struggle to grasp the new devices and modes of communication. Here are…
Don't assume that today's high returns predict future gains
The uncertain policies of Donald Trump are key questions
Toronto-based Mackenzie Financial Corp. has launched an ETF and a mutual fund focusing on emerging markets. Both funds will be managed by TOBAM, an employee-owned,…
Dynamic Funds and BlackRock Asset Management Canada Ltd. (both companies are based in Toronto) have jointly launched a suite of five ETFs. Dynamic iShares Active…
Toronto-based AGF Investments Inc. has launched a suite of seven ETFs: QuantShares Enhanced Core Canadian Equity ETF, QuantShares Enhanced Core US Equity ETF, QuantShares Enhanced…
Calgary-based Mawer Investment Management Ltd. has introduced a new emerging-markets fund. Mawer Emerging Markets Equity Fund will invest primarily in equities and equities-related securities of…
Toronto-based Fidelity Investments Canada ULC has launched Fidelity Insights Class Fund, which seeks to achieve long-term capital appreciation through investments in global equities across the…
The pharmaceutical industry is enjoying growth from new meds for aging populations, but regulations could present headwinds
Editorial
Crucial Canadian trade deals, from NAFTA to softwood lumber, are facing possible renegotiation as a result of U.S. President Donald Trump's policies. The fallout could…
