News and resources for Canada's top financial advisors
Industry
James McMahon will retire at the end of the year
By Staff |July 29, 2020
1 min read
With the deal, Agora aims to strengthen its cloud-based wealth management platform
Market gains were driven by feds' economic intervention, says RBC report
By Rudy Mezzetta |July 29, 2020
2 min read
The partnership involves a $32.7-million equity investment
By Staff, with files from The Canadian Press |July 29, 2020
Digital tools could assist with retention
By Staff |July 28, 2020
The asset manager aims to streamline its offerings
The new fossil fuel policy is part of a commitment to align credit portfolios with the Paris Agreement
By The Canadian Press |July 27, 2020
Criminal charges against the bank have been dropped in the deal
By The Associated Press |July 24, 2020
3 min read
ESG-focused exchange-traded products also enjoyed record growth
By Staff |July 24, 2020
The use of AI at the bank has applications for analysts and advisors
By Fiona Collie |July 24, 2020
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