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
Kevin Webber and Daniel Brodlieb were drawn to Raymond James for its “unique culture that celebrates and nurtures independent advice”
Demand for iPipeline’s electronic policy delivery tool for insurers, MGAs and insurance advisors is expected to be strong in Canada
Available funds are sufficient, mortgage lender says
Although Canada’s largest city provides many of the conditions for innovation to take hold, it’s struggling to lure foreign capital to take start-ups to the…
Strong global equities markets powered the gains while Canadian fixed-income assets rebounded in Q1, new RBC report finds
If the wrong person had clicked on an infected link, they could have spread the “WannaCry” ransomware to Canada
As a result of the regulators’ move, the investor advocacy group is now against the proposed national regulator
Quarterly dividend to rise 7%
But both banks say they are confident that the deal will close in June
The median Canadian DB pension plan recorded a 3.0% gain in Q1, reversing a loss in Q4
The mortgage lender says it expects to have $125 million deposited in its high interest savings accounts by the end of Friday
The association is calling on the ASC, AMF, BCSC and MSC to encourage the remaining provincial regulators to adopt a similar stance
Power Financial is funding the robo-advisor with another $50 million, doubling its total investment in the growing company
The online platform provides financial services institutions with access to fintech technologies and firms
Nominations for the Fellow of FPSC distinction close on June 9, with the winner honoured at an even in November
As HNW women become more involved in finances, they trail men in preparing to pass assets on to the next generation
Revenue growth coupled with a decline in operating expenses boost Q1 results
Although the Report Card average has remained quite stable in the past decade, some firms have seen some dramatic changes in their ratings
A settlement the advisor signed with his former firm included a provision waiving the rights he had under the terms of his employment agreement
The proposed sale is to designed to give the company the ability to continue serving as many customers as possible
Company names new chairwoman, directors
Start-ups that have brokered partnerships with incumbent financial advisor firms stand a much better chance at surviving past their infancy
Advisors with GWL’s Gold Key network Freedom 55’s Wealth and Estate Planning Group will now be part of Wealth and Insurance Solutions Enterprise
Advisors might work to factor in the projected costs for caregiving when drafting clients’ retirement plan, CIBC report suggests