Invesco launches advisorDuo
Robo-advice platform aims to make advisors more efficient and productive by onboarding clients and recommending one of five portfolios
- By: Fiona Collie
- November 22, 2017 December 25, 2018
- 16:30
Robo-advice platform aims to make advisors more efficient and productive by onboarding clients and recommending one of five portfolios
Consultation paper outlines options for enhancing the independence, relevance, and transparency
Moad Fahmi will co-ordinate the work of the AMF’s fintech working group
IFIC survey finds that investor awareness that the fees they pay helps compensate their advisor has risen substantially
New funds provide opportunities to manage interest rate risk, leverage non-traditional asset classes and invest in enhanced global equity diversification
The action reinforces the firm’s dedication to responsible investing and risk assessment
The list of award winners for 2017 includes women leaders from the financial services industry
The committee will assist in keeping regulation in step with digital innovation
Securities regulators extend mutual fund-only exemption
A family of two adults and two children that earns $88,000 a year will see a tax reduction of $1,200
The school will create new classes and learning opportunities for students in certain master’s programs through the new Rotman FinHub at U of T
The designation by the Financial Stability Board reflects the size and scale of RBC’s global operations
U.S. stocks hit new record highs
'Hot print' from Micron Technologies boosted enthusiasm for tech stocks, says portfolio manager
Central bank sees slowdown in wage gains from collective agreements
Rise in benchmark short-term rate to 0.75% is aimed at curbing inflation
Accountant allegedly found assets used to lure investors to schemes
OSC forgoes monetary sanctions, amid bankruptcy, ongoing litigation
Execs that previously pleaded guilty in fraud case accept regulatory sanctions
Plus, Raymond James gains Richardson advisor, and promotions at BMO, CI GAM, Wellington-Altus and more
Provincial regulator can halt trading when misinformation circulates
QAFP exam has one more sitting before title protection transition ends
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Plus, moves at BMO Private Wealth, Fiera Capital and CIBC GAM
Mutual fund, ETF AUM rose for the seventh consecutive month
Plus, other product launches and news, including more ESG fund terminations
More than 300 new products landed in 2025 — a new record