News and resources for Canada's top financial advisors
Economic Indicators
More progress is needed on employment, price stability before tapering bond purchases, Powell says
By Christopher Rugaber, The Associated Press |July 28, 2021
3 min read
Industry
The measures enhance market monitoring and investigations
By Staff |July 28, 2021
1 min read
The guidance details administrators' fiduciary duties, including addressing conflicts
InvestorEQ uses psychometric modules to give advisors insight on clients’ investing behaviours
The firm also announced various risk-rating and fund-names changes
By Staff |July 27, 2021
CPPIB veteran Andrew Hay is taking the new role
Alternative investments, ESG funds and China offer investors opportunities to diversify, says Barry McInerney
By Rudy Mezzetta |July 27, 2021
The online brokerage is allowing users to buy one third of the company’s shares before Robinhood begins trading on the Nasdaq
By Alex Veiga, The Associated Press |July 27, 2021
4 min read
In a settlement agreement with IIROC, the firm acknowledged it failed to adequately monitor suspicious account transfers
Patrick Pichette is a partner with Inovia Capital, which participated in Wealthsimple’s latest fundraising round
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