Although digital advice will play a greater role, financial planners will need to promote the value of professional, holistic advice
Sylvain Brosseau leads Walter Asset Management’s efforts to consolidate small-and medium-sized firms
The digital wealth platform lets advisors onboard, engage and manage their clients more efficiently
New venture capital fund focused on fintech and artificial intelligence applied to financial service
An important way for firms to improve the retention of insurance advisors is to provide management responsibilities
The ability to understand app features has the largest impact on overall satisfaction among app users
The Australian company operates a mid-market investment bank in the Asia-Pacific region
Autorité des marchés financiers “very disappointed” with decision
Charyl Galpin re-appointed board chairwoman
The government is retreating in the face of opposition to the plan
Five steps to encourage the conversation
If reporting included liability, clients wouldn’t care what the S&P 500 was doing last year or last quarter
The former chief operating officer for RBC Capital Markets will make a “significant” direct investment in Bristol Gate and its funds
Although the average advisor saw modest improvements in AUM and productivity, the increases among some firms’ advisors were dramatic
The back-office support services firm aims to address the growing demand for fee-based accounts
A 2016 review found weaknesses in the firm’s internal controls and supervisory systems
The software provider’s partnership with Canada Gives will help advisors provide a new planning approach for major donors
A longer-term investment focus requires looking at sustainability
Cybersecurity threats are an increasing credit risk for banks and other financial institutions
The transaction allows the bank to increase its reliance on wealth management as a source of earnings
Factors such as investment strategy and valuation must be considered
While the industry directly employs 40,865 people, it’s indirectly responsible for almost 85,000 additional jobs
Although two CRA officials gave more information on certain rules at this year’s STEP conference, a tax expert expressed frustration with the draft legislation
Bank looks to leave mortgage loan review woes behind
Fellow of FPSC distinction recognizes individuals who have made a significant contribution to the financial planning profession in Canada