Wealthica offers consolidated reporting for family offices
The platform also launched a cost base calculator
- By: Jonathan Got
- February 27, 2024 March 18, 2024
- 12:34
The platform also launched a cost base calculator
Targeted questions, simplified requirements are part of the changes
No evidence that executive tried to hide insider trades
Fund sales stay negative, while ETF sales hold up and assets rise, IFIC says
International body says policymakers must guard against complacency amid multitude of threats
Estimate is the latest signal of strength for an economy that's blasted through recession predictions
But a turnaround for bank stocks isn't expected anytime soon, analysts say
Risk-transfer vehicles to perform better now than in financial crisis
Financial sector funds now out of bounds for regulator's employees
Fiscal, monetary policy tends to ease, uncertainty rises in election years
Anti-ESG proposals fall flat with investors, SHARE reports
Firm announces bid to repurchase up to $85 million of its shares
Officials are preparing for a review of the Canada-U.S.-Mexico trade agreement in 2026
'Hot print' from Micron Technologies boosted enthusiasm for tech stocks, says portfolio manager
Central bank sees slowdown in wage gains from collective agreements
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
Plus, a new TD partnership, and Toronto fintech becomes dark pool partner
Plus, Raymond James gains Richardson advisor, and promotions at BMO, CI GAM, Wellington-Altus and more
Provincial regulator can halt trading when misinformation circulates
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