The firm is the first in Quebec to adopt the robo-advisor service, which launched in November 2017
Trades executed through ETFBahn will now flow through Credit Suisse, which will provide record keeping execution and custody services
PCMA/NEMA merger will streamline both groups’ operations
As financial services firms make significant investments in technology, they're creating new ways for you to serve your clients
When your client asks you about bitcoin - or any other speculative investment - remember to consider that client's long-term goals. There are ways to invest in the technology indirectly