The firm has also made Private Wealth series accessible to more investors
PI is the second firm this week to give its advisors access to the online digital wealth-management platform
Province moves back into deficit ahead of election
The pair took “extreme financial advantage” of a vulnerable senior
Artificial intelligence and fintech are among the city’s strengths
Geneviève Fortier will join insurer in April
Evolve Active Core Fixed Income ETF will begin trading on the NEO Exchange on March 29
Quebec’s 2018 provincial budget offers new tax credits, but no personal tax cuts
The actively managed ETF will use interest rate derivatives that seek to mitigate the effects of interest rate fluctuations
U.S. markets swing to losses in late day trading
Banks must provide better digital experiences that can compete with fintech offerings
Consolidation poised to continue for Canada’s investment industry
Warning flags include trade disruptions due to trade wars or disputes over renewal of NAFTA
Precious metals action calms, while Dow Jones tops 50K
Report calls for action on data gaps, surveillance, leverage
Trade deficit remains unchanged amid shifting tariff policy, Fitch reports
Trust account used in fraud, misappropriation, Law Society finds
Policy failed to cover hedge fund investment that turned out to be a fraud
Firm allegedly touted stocks on social media, while selling its holdings
The honours will be presented Feb. 12, at the association's Embrace the Challenge event
Start with flexibility, tax efficiency, simplicity
Brokers, MGAs, software providers and TPAs set to evolve
Plus, moves at Our Family Office, Harvest ETFs, Manulife Wealth, Canada Life and more
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Plus, National Bank changes diversified equity fund
Net monthly ETF inflows reach $22B in January: report
Plus, other firms launch new products, tweak their fund lineups