Canaccord Genuity acquiring Jitneytrade and Finlogik
The acquisitions aim to bolster Canaccord’s trading business and aid the development of robo-advisory offerings
- By: James Langton
- April 26, 2018 July 10, 2019
- 11:00
The acquisitions aim to bolster Canaccord’s trading business and aid the development of robo-advisory offerings
The technology offers significant cost reductions, improved processing speed, and enhanced underwriting and pricing
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The robo-advisor platform with allow the firm to substantially reduce the administrative work that doesn’t add value to clients
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Firm founder Danny Popescu has vacated the role to become executive chair
Plus, TD Wealth VP moves into advisor role and appointments across the industry
Plus, Designed Wealth adds advisor and inaugural taxonomy and transition planning council named
At the same time, both fund types recorded positive net sales
The data also reveals Canadians' limited knowledge of cross-border investing tax implications
ETF assets under management now sit at US$20 trillion