David Nugent, portfolio manager and chief compliance officer, Wealthsimple, explains how the robo-advisor firm digitizes the investment process to offer millennial clients advice and value.…
Hootsuite Advisor has three user levels that allow an advisor to choose his or her degree of social media knowledge and then use the features…
Marcia Moffatt, head of BlackRock Canada, explains how full-service advisors can use robo-adviice to help boost assets, broaden their client base, and give better and…
Glidepath differs from its competitors in that the firm’s platform is designed only for financial planners and it has no direct-to-consumer component
The group, which will led by Salil Munjal of Yaletown Partners, will have its first meeting in Toronto on Tuesday
No change to the risk of the business
Paul Bourque, president and CEO, Investment Funds Institute of Canada, outlines the industry group’s response to the CSA’s targeted reforms and “best interest” standard. He…
Preliminary results of AGF’s annual investor survey find that many Canadians are struggling with balancing the need to pay down debt and saving for the…
The organization is awarding the most amount of winners and expanding to Montreal for the sixth year of the program
More clarity needed on best interests standard
Quebec pension fund manager partners with Edelweiss Group
Dennis Starritt will join the firm as a shareholder and portfolio manager
Research indicates that age and personality types have a significant impact on how clients learn about investments and financial services
However, many sponsors of DB pension plans will be faced with higher pension contributions in 2017 and beyond
This marks the third global exploration and incubation facility the company has opened, joining other LOFT locations in Boston and Toronto
Several proposed reforms “are either impractical, unenforceable, or would adversely affect investors’ access to advice”
The platform will allow Canaccord advisors to connect with clients via social media and meet all compliance and regulatory requirements
Susan Silma, co-founder, CRM2 Navigator, recommends three things that advisors do before the new CRM2 statements go out to clients in 2017. She spoke at…
Meanwhile, the IFSE Institute notes that it has updated its ETF course to meet the requirements set out in the MFDA’s proposed rule
Clients want low-cost, passive investments and returns of 9.3% above inflation while advisors, who prefer actively managed products, say 4.8% is more realistic
Students, alumni and professionals in the white-collar crime detection and prevention field who complete the course will be considered certified financial crime specialists
New poll finds that the vast majority of seniors would not give up doing, achieving or acquiring something in order for their children to receive…
Accredited investors in Ontario will be able to co-invest in small business loans through Vault Circle
New Fixed Income, Currency and Commodities Markets Standards Board in the U.K. may need to be global to be effective
Keith McLean, president and chief investment officer, Sphere ETFs, explains how fee transparency builds trust with clients and helps an advisor’s business. He spoke at…