A connection between advisors and their clients through clear communication will ensure advisors survive and succeed
Firms sanctioned for making misleading statements to investors
CI sees great potential in giving advisors the ability to use WealthBar’s robo-advisor service
RBC InvestEase is the second robo-advisor introduced by one of Canada’s Big Six banks, after BMO SmartFolio
Mackenzie Financial join’s The Women’s Collection as founding sponsor
The portfolios will replace Portfolio IQ robo-advisor accounts
The platform’s options include five globally diversified investment funds
Automatic service works with most Canadian credit and debit cards
TD Bank plans to launch a direct access digital advisor service using a platform developed by The Hydrogen Technology Corp.
No need for immediate regulatory action, regulators say