WealthBar Financial Services Inc. – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Tue, 03 Dec 2024 13:56:42 +0000 en-US hourly 1 https://wordpress.org/?v=6.1.1 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png WealthBar Financial Services Inc. – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 Robo advisor sanctioned over CFR shortcomings https://uat-phoenix.investmentexecutive.com/news/robo-advisor-sanctioned-over-cfr-shortcomings/ Tue, 03 Dec 2024 13:56:42 +0000 https://www.investmentexecutive.com/?p=497778 Tea and Chris Nicola to depart CI Direct Investing https://uat-phoenix.investmentexecutive.com/news/tea-and-chris-nicola-to-depart-ci-direct-investing/ Thu, 03 Dec 2020 17:47:53 +0000 https://www.investmentexecutive.com/?p=412195 WealthBar acquires financial planning software provider https://uat-phoenix.investmentexecutive.com/news/wealthbar-acquires-financial-planning-software-provider/ Mon, 21 Oct 2019 15:23:03 +0000 https://www.investmentexecutive.com/?p=389077 Assante launches online investing platform https://uat-phoenix.investmentexecutive.com/news/assante-launches-online-investing-platform/ Fri, 13 Sep 2019 14:57:24 +0000 https://www.investmentexecutive.com/?p=387026 CI Financial completes deal for WealthBar https://uat-phoenix.investmentexecutive.com/news/ci-financial-completes-deal-for-wealthbar/ Wed, 23 Jan 2019 22:15:17 +0000 https://www.investmentexecutive.com/?p=374586 Cognitive biases may keep clients from investing intelligently https://uat-phoenix.investmentexecutive.com/news/cognitive-biases-may-keep-clients-from-investing-intelligently/ Wed, 23 Jan 2019 17:15:59 +0000 https://www.investmentexecutive.com/?p=374539 CI acquires majority stake in WealthBar https://uat-phoenix.investmentexecutive.com/news/ci-acquires-majority-stake-in-wealthbar/ Fri, 14 Dec 2018 14:23:47 +0000 https://www.investmentexecutive.com/?p=360181 Surge in alternative investments expected https://uat-phoenix.investmentexecutive.com/news/surge-in-alternative-investments-expected/ Wed, 16 May 2018 13:00:46 +0000 https://www.investmentexecutive.com/?p=350334 WealthBar and PPI launch PPI Valet https://uat-phoenix.investmentexecutive.com/uncategorized/wealthbar-and-ppi-launch-ppi-valet/ Thu, 25 Jan 2018 17:23:31 +0000 https://www.investmentexecutive.com/?p=345243 WealthBar introduces cleantech option https://uat-phoenix.investmentexecutive.com/news/wealthbar-introduces-cleantech-option/ Tue, 24 Oct 2017 16:30:00 +0000 https://avatar.investmentexecutive.com/uncategorized/wealthbar-introduces-cleantech-option/