The trend is being driven by the continued popularity of ETFs and index mutual funds and the emergence of new technology such as robo-advisors
The energy equity fund index was the worst performer
Individual investors’ AUM in RI has almost doubled to $118 billion, reveals a new report from the RIA
The result topped the previous record for January set in 2002
U.S. Federal Reserve keeps key interest rate unchanged
Cookhouse Lab seeks to enable the insurance industry to work together to facilitate innovation instead of individual companies striving to develop new concepts internally
SoFi intends to leverage Zenbanx’s platform and underlying technology to expand its suite of online personal finance offerings
The NSX is being renamed NYSE National Inc. after the closing of the deal
The guidance is intended to help authorities implement effective resolution regimes and develop credible resolution strategies and plans for CCPs
Advisor centre offers resources related to key topics including mutual fund fees, serving vulnerable investors, hot regulatory topics and tools and tips related to CRM2
The bank has claimed the top spot for three years in a row thanks to its “financial health check” feature, “net worth tracker” and savings…
The “financial literacy outcome evaluation tool” consists of evidence-based financial literacy outcomes and indicators against which organizations can compare their programs
'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