Other firms are rushing to set up back-office systems and internal procedures for the account
An OSC Dialogue panellist highlighted the need for investor coaching
Arrangement will allow Questrade customers to access INFOR Financial’s new issues
Many believe that switching their account to another institution is harder than it really is
The commission has reprimanded the portfolio manager for failing to identify and respond to conflicts of interest in connection with WisdomTree ETFs
Portfolio manager accused of failing to identify and respond to conflicts of interest in connection with WisdomTree ETFs
The portfolios will replace Portfolio IQ robo-advisor accounts
Robo-advisor makes investing accessible with lower $1,000 minimum
WisdomTree Canada acquires Questrade’s ETF lineup and becomes “premier provider” of ETFs on Questrade’s self-directed platform
More robo-advisors want regulatory approval to sell without contacting clients