InvestorEQ uses psychometric modules to give advisors insight on clients’ investing behaviours
Why segmenting product shelves into peer groups can help meet regulatory challenges
Power Corp. affiliate Portage Ventures is among the startup's investors
Firms consider their post-pandemic plans
The rules are designed to set clear expectations for planners who use technology in their practices
The recent surge in online investing has created “significant demand” for features that inform investors, BMO says
Leonard Trigg joins the firm from Vertex One
Younger Canadians flocking to online investing represents a "generational shift," says RBC DI president and CEO
The brokerage's investment in technology is a key part of its new growth strategy
Independent advisors who use the platform will now be able to onboard clients more quickly