The rules are designed to set clear expectations for planners who use technology in their practices
The recent surge in online investing has created “significant demand” for features that inform investors, BMO says
Both products are available in mutual fund and ETF versions
The new funds offer exposure to investment-grade U.S. corporate bonds and Treasury bonds
Investors can see how well their risk expectations match up with the risk profiles of their portfolios
Most candidates took the test online
Canadian ETFs attracted $4.5 billion in new assets last month, with crypto funds raking in a “mere” $315 million
Users can now track the value of their crypto investments
Dundas Life offers rate comparisons and policy applications online
Both firms now operate under the Investia banner