In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses “robo-advisors” and analyzes the future impact of online competition on full-service advisors.
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
AI should be built for consumer power, not pop quizzes
The monetary values of the settlement haven't been made public
Morningstar Canada reports that investment management fees are down significantly since 2015, and clients are taking notice
The end of bulk of Canada's retaliatory tariffs on U.S. helped deliver some relief: economist