Wealthsimple, Trulioo, FinanceIt, Wave Accounting and Street Contxt were among the 250 top firms, according to new research
The robo-advisor says an invitation-only trial version of its service will be tested this summer in the U.K.
Talking to clients with no jargon, acronyms, in a simple style and over text messaging can go a long way, Wealthsimple executive suggests
Power Financial is funding the robo-advisor with another $50 million, doubling its total investment in the growing company
Young Americans are graduating with more debt, making it harder for them to start investing
Robo-advisor celebrates second consecutive Webby win
The firm has created its own RESP account-opening process through Canadian ShareOwner after stopping support of the product soon after launching in 2014
Advisors who are part of the platform can now invest client assets in Forstrong’s seven actively managed investment strategies
These fledgling firms are using technology to communicate with, and educate clients about, the importance of remaining invested, even when the market takes an eventual downward turn
The Canadian Startup Awards has named Michael Katchen entrepreneur of the year