As new research shows robo-advisors are gaining traction among clients, advisors should find ways to use these tools as well as provide the unique services…
Kevin Headland, senior investment, strategist, Manulife Investments, explains why risk-based asset allocation may not lead clients to their goals.
The federal government says it is in line to collect more than $13 billion worth of taxes owing
Investors would be more inclined to choose responsible investments if their financial advisors suggested suitable products
The SRO will also look at regulation of robo-advisors and continue to focus on increasing its enforcements efforts
Chinese companies on the rise
A handful of regional banks are best suited to take advantage
Fitzpatrick replaces Terence Lui, who remains with LOGiQ as vice president and general counsel
The deal is expected to close later this year
Jean-Guy Desjardins has now assumed the position of president while John Valentini and François Bourdon have been given expanded roles
Further measures to mitigate speculative and investment activity should be considered
Canadian dollar slips
The central bank issued a summary of its overnight-rate deliberations earlier this month
Americans’ assessments of their current economic situation tumbled: survey
Alternative Credit Council research points to further growth, diversification in 2025
The increase is part of an effort to beef up anti-money laundering measures
Accountant allegedly found assets used to lure investors to schemes
OSC forgoes monetary sanctions, amid bankruptcy, ongoing litigation
The pension fund's 50% share of the initial capital commitment is roughly $1.8 billion
Woodgate Financial Inc., Assante Financial Management Ltd., are among Focal's customers
Plus, a new TD partnership, and Toronto fintech becomes dark pool partner
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