The bank has claimed the top spot for three years in a row thanks to its “financial health check” feature, “net worth tracker” and savings…
The “financial literacy outcome evaluation tool” consists of evidence-based financial literacy outcomes and indicators against which organizations can compare their programs
The Investor Stewardship Group unveils initiative focused on U.S. institutional investor stewardship and corporate governance
The U.S. launch marks the Toronto-based robo-advisor’s first expansion outside of Canada
Connected Advisor, will use similar technology to robo-advisors to automate tasks that will help advisors manage their businesses more efficiently
The two class action lawsuits alleged that Manulife misrepresented the adequacy of its risk-management practices and failed to meet its disclosure obligations
A new RBC survey finds that those receiving wealth from inheritance — and those passing it on — could use some additional guidance about the…
The deal, which has already received shareholder approval, will close on Tuesday
Brokerage in Costa Rica used to help launder US$1 million in proceeds from a “pump and dump” penny stock fraud
Fear and impatience lead advisors and their clients to make rash decisions, resulting in returns based more on luck and not the economic value of…
The factory will employ digital, design, engineering and agile specialists that will look for ways to improve mobile and digital banking transactions with new fintech…
Portag3 Ventures LP, another VC fund, is one of the backers in the project and Paul Desmarais III of Power Financial serves as both VC…
BMO, CIBC, RBC and TD were among the 52 firms included in Bloomberg’s annual financial services gender-equality index
The Saskatoon-based firm’s second purchase of an MGA this month is the latest step in the company’s aggressive pursuit of growth, which began in September…
The agreement helps Financial Horizons brokers gain access to more financial offerings while Pinnacle advisors will benefit from running their insurance business under one brand
The cloud-based platform, which can be accessed by clients, family members and their most trusted advisors, provides secure access to important financial planning documents
NextAI, which will launch in February, brings together Canadian and international talent to develop innovations in AI
There’s much confusion about what a financial plan is and such confusion may leave Canadians ill-prepared to deal with future financial needs
Robo-advisor’s cost-saving proposal is subject to OSC approval
Desjardins Transatlantique – Private Wealth Management caters to clients in Canada and France who conduct professional or personal business abroad
The halt is intended to enable the province to review the Financial Institutions Act and Credit Union Incorporation Act
As women tend to prefer a “greater focus on their aspirations,” the firm will refocus client discussions on business, investments, family and legacy
Nevin Markwart, Rick Brown and John Kim are leaving the newly merged firm while the firm has named new portfolio managers for some of its…
Thanks to the program’s success, the VC industry is calling on the federal government to include a second VCAP program in the 2017 federal budget
The asset manager has also implemented a special committee to review compliance issues in the area of its sales practices