Pascal launches standalone behavioural finance tool
InvestorEQ uses psychometric modules to give advisors insight on clients’ investing behaviours
- By: IE Staff
- July 28, 2021 July 28, 2021
- 11:07
InvestorEQ uses psychometric modules to give advisors insight on clients’ investing behaviours
The result was down slightly from May's high
The firm also announced various risk-rating and fund-names changes
CPPIB veteran Andrew Hay is taking the new role
Tax experts argue that aggressive transfers could be penalized under the general anti-avoidance rule
Alternative investments, ESG funds and China offer investors opportunities to diversify, says Barry McInerney
The online brokerage is allowing users to buy one third of the company’s shares before Robinhood begins trading on the Nasdaq
In a settlement agreement with IIROC, the firm acknowledged it failed to adequately monitor suspicious account transfers
Patrick Pichette is a partner with Inovia Capital, which participated in Wealthsimple’s latest fundraising round
Both products are designed to allow investors to benefit from strong market performance
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The agency projects young people entering the job market now could see lower earnings
A report for the MFDA uses behavioural insights to recommend expanded cost reporting
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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