The new robo-advisor platform is available exclusively to advisors and their clients and gives mutual fund-licensed advisors access to ETFs
Report offers insight into the decisions Ontario millennials are making when it comes to saving and investing
A B.C. court has ruled that complex allegations involving unsuitable investments should be heard by a judge alone
The committee will provide the Canada Revenue Agency with feedback on the administration of the disability tax credit
AI will be able to provide a breadth of information and predictions while advisors use their judgment and soft skills in interacting with clients
Promoting intergenerational equity will require interprovincial co-operation
Increasing the age of eligibility for public retirement programs is one possible reform to better prepare for Canada’s aging population
Report highlights Toronto’s increasingly dominant role in the sector
The U.K.-based company is a digital distributor of insurance and financial services
Robo-advice platform aims to make advisors more efficient and productive by onboarding clients and recommending one of five portfolios
IFIC survey finds that investor awareness that the fees they pay helps compensate their advisor has risen substantially
The action reinforces the firm’s dedication to responsible investing and risk assessment
The school will create new classes and learning opportunities for students in certain master’s programs through the new Rotman FinHub at U of T
The designation by the Financial Stability Board reflects the size and scale of RBC’s global operations
The State Farm Canada operations acquired almost three years ago will be rebranded as Desjardins Insurance beginning next May
When Canadians do get through, they get wrong answers to their questions almost 30% of the time
Better saving habits are critical to ensuring that many Canadians can retire and withstand personal emergencies
The Montreal operation joins Borealis AI labs in Toronto and Edmonton
Project reaches another key milestone
Report recommends Ottawa raise the normal age of OAS eligibility
FPSC survey marks Financial Planning Week
Alberta man terminated without cause by NBF less than a year into the job
The guidance is intended to drive better long-term performance and returns for investors
Sprott would move CFCL’s class A shareholders to a new Sprott-managed Sprott Physical Gold and Silver Trust
Cyberattacks have become increasingly routine