Mandeville advisors can refer clients and prospects to the new platform, which combines the benefits of a robo-advisor but with access to private alternative strategies,…
The new tool aims to create a centralized database of insurance advisors and to digitize the contracting process, which has traditionally been highly paper-intensive
With the completion of the deal, IA becomes one of the largest non-bank wealth-management firms in Canada with almost $80 billion in AUA
The departures follow the completion of John Wilson and James Fox’s acquisition of Sprott Asset Management
The bank received the highest ranking among 5,000 companies in the U.S. and Canada
The company reported that elevated expenses weighed down its bottom line, including $213.6 million pre-tax from its liquidity crisis earlier this year
For insurance advisors, average age, tenure in the industry and with their firms, as well as annual compensation, is most revealing
PPI Valet, powered by WealthBar’s robo-advisor platform, provides advisors who are licensed only in insurance an opportunity to expand their offerings
The bank is also introducing the ability for clients to make Interac e-Transfer payments within Apple’s iMessage platform
Investor interest in fintech remains quite high in Canada, with the Big Five banks continuing to place a strong emphasis on innovation
Q2 results for the big U.S. banks revealed positive trends in both earnings and loan growth
NextBlock Global will invest in companies involved in the development and deployment of blockchain technology and virtual currencies
The bank is also committed to facilitating US$200 billion in clean energy financing through 2025
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year's Insurance Advisors’ Report Card, which show advisors…
Warren Buffett’s firm provided the alternative mortgage lender the financial lifeline last month as Home Capital was trying to regain investor confidence
EY survey says lack of awareness and a preference for traditional firms as main reason for low penetration
With the release of the federal government’s proposed tax changes affecting private corporations, business-owner clients will need to take steps to mitigate the potential impact
These new services could simplify how prospective borrowers access traditional lenders
New paper from Waterloo think tank suggests necessary steps should be taken to encourage fintech growth domestically and globally
Winners of Women in Financial Markets Scholarship receive cash and career development opportunities
The association has created a survey that investment dealers could use to gauge the risks that third-party service providers present
The Chamber of Digital Commerce engages in public policy advocacy and education efforts to advance the adoption of blockchain technology
Lawrence Ullman, most recently of Richardson GMP, is going to bat on his own with Ullman Wealth Management
Two new studies from J.D. Power reveal that usage and satisfaction with mobile banking is growing significantly among consumers
But the rise of automated advice services also carries operational and implementation risks