The robo-advisor firm wants to ensure Canadians are dealing with well-qualified financial professionals rather than “poorly trained bank advisors”
Craig Fehr, principal, investment strategist at Edward Jones, discusses four key themes that are likely to drive investment performance in the second half of 2017.
Analysts widely predict the central bank will keep the benchmark interest rate locked at its very low level of 0.5%
BlackBerry soars almost 9%
New MFDA report also finds that a switch to direct-pay arrangements will “have a greater impact on those smaller advisors who are more reliant on…
Amendments strengthen anti-retaliation protections
Regulators to examine the problem of employees that leave one firm amid suspected misconduct, only to turn up at another firm in the industry
Although the majority of younger Canadians had comparable income to their parents at 30 years of age, economic conditions accounted for variations over time
But the DOL will continue to analyze the issues raised in a Trump administration order— and it’s possible the rule will face further changes
The US$153-million deal is expected to close in the third quarter
The collected funds are invested in a portfolio of exchange-traded funds
The firm has also tweaked the asset allocation for three multi-asset portfolios
Many millennials are unprepared to deal with a financial emergency
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