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  1. Alexandra Posadzki
    Bank CEOs monitoring housing market but say Home Capital issues not widespread
  2. IE Staff
    The transaction will allow Purpose to “reimagine the role we will play in our industry,” says Som Seif
  3. Alexandra Posadzki
    Dividend going up to 90¢ per share
  4. IE Staff
    Advisor’s Virtual Assistant allows advisors to manage their days and tasks as well as review clients’ portfolios on the go
  5. James Langton
    The robo-advisor firm wants to ensure Canadians are dealing with well-qualified financial professionals rather than “poorly trained bank advisors”
  6. James Langton
    The collected funds are invested in a portfolio of exchange-traded funds
  7. Megan Harman
    John Hamilton will continue to lead Financial Horizons and the existing management team will remain in place
  8. Beatrice Paez
    Monarch’s mutual fund advisors will now have access to Morningstar’s latest market research, model portfolio offerings and portfolio analysis
  9. James Langton
    The bank has entered a strategic partnership with Automat Technologies Inc. to introduce a chatbot to engage with clients
  10. Fiona Collie
    The robo-advisor firm’s new offering allows advisors to refer clients to the digital wealth-management service or use the product on a white-label basis