News and resources for Canada's top financial advisors
Advisor's Edge
There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans
By Mark Burgess |February 25, 2019
3 min read
Industry
Millennials place greater trust in robo-advisors, compared with older investors
By Staff |February 21, 2019
2 min read
Technology
The service will be available to clients who invest more than $500,000
By Staff |January 29, 2019
1 min read
The partnership allows clients to aggregate their assets from other financial institutions
By Staff |January 28, 2019
Clients can access financial planning tools using Google Assistant
By Staff |January 17, 2019
The new functions add to existing insurance and savings services
By Staff |January 10, 2019
The pilot project is targeting a public launch for the fall
You may have noticed fewer newsletters landing in your inbox this week, and fewer news stories populating our home page. We have been experiencing some problems with our server that we hope are resolved. If, in the coming days, you still aren’t receiving newsletters, please continue to check Advisor.ca for news articles. We’re also posting […]
By Staff |December 6, 2018
The big banks are fortifying their defences as the frequency and sophistication of cyberthreats increases
By Armina Ligaya, The Canadian Press |November 22, 2018
4 min read
How AI could impact regulation, suitability and client interactions
By Mark Burgess |November 21, 2018
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