Digitally delivered financial advice is already making inroads into the advisory business, with much more to come. Younger, less affluent clients are the main users…
International study finds that clients increasingly are looking for seamless financial advice and products
Some small dealers contend that they are overregulated, and that the regulatory burden tends to favour larger companies
The SRO has proposed rule changes for fund dealer reps who want to be planners
Analysis
ETFs designed to take advantage of large market swings can be profitable in the short term, but are not for the faint of heart
More and more parents are delaying retirement to ensure there is enough in the bank to help their children take flight
David Scandiffio, who recently took over at CIBC Asset Management, believes that a winning attitude is contagious
The new Digital Privacy Act includes provisions to give added protection to vulnerable individuals
More than half the companies surveyed had improved results. There were also some increases in quarterly dividends
Make better use of existing programs, such as group RRSPs and TFSAs, and use public information campaigns, group says
New, larger institution would be able to take on the banks
Dennis Mitchell, former CIO with Sentry Investments, is a key element in Sprott's diversification strategy
Metroland Media's investment will help Nest Wealth, a robo-advisor, promote its brand digitally and in traditional media
The new Digital Privacy Act has important implications for firms
In the absence of progress from the SEC and FINRA, the U.S. Department of Labor is pushing its own proposal
Questions remain about the sudden departure of former CIO and executive vice president Dennis Mitchell
Senate committee urges a "light regulatory touch" on currencies such as Bitcoin to protect innovation
Many comments suggest that 120 days is too long to keep the bid period open
Canada to join the global effort to make money laundering tougher
Young, striving adults who are tech-savvy but not yet well established can be fertile ground when it comes to adding new clients. Even the boomers…
Horizons' co-CEO Steven Hawkins takes over as the firm continues to expand and build its award-winning ETFs
A wide range of comments recommend that the OSC tackle several key priorities, including advisor licensing
Proposed reduction in income-tax rate for small businesses may be offset by increase in dividend rate
Most financial services firms showed improvement in the first quarter of 2015. But not all the news is positive