Technology

Robos not exempt from registration, conduct rules: CSA

The arrival of robo-advisors in Canada has prompted CSA to clarify that its rules are "technology-neutral"

By Staff |September 25, 2015

1 min read

How much do CFA charterholders earn?

Last year's annual salary was more than what they earned in 2013. Find out how much.

By Staff |August 12, 2015

1 min read

5 simple but important online security habits

As our use of online systems for storing personal data has grown, so has the problem of fraudulent access to that information.

By Jay Palter |July 16, 2015

3 min read

Advisors overestimate how well they understand rich clients

76% of wealth managers say they understand the needs of younger rich clients, while only 61% of clients agree, finds a report. Read more.

By Staff |June 18, 2015

2 min read