Meanwhile, equities and ETFs have gained portfolio share for brokerage advisors
Loss of third-party fund distribution seen as "unintended consequence" in 2018
Both firms now operate under the Investia banner
Mutual fund advisors’ books shrank, but productivity increased
The average client has $75,000 in assets and is saving for retirement, an MFDA report says
With the deal, Agora aims to strengthen its cloud-based wealth management platform
Mutual fund dealers would like to join the ETF world, but hurdles abound
The board includes members from FundEX, Sterling Mutuals and Aviso Wealth
Rapport is the first credit union to join Wealthsimple's advisor platform
“We’ve got to keep the standards high,” says PMAC president