News and resources for Canada's top financial advisors
Est. 1998
Industry
The U.S. firm has cut trading costs for stocks and options
By James Langton |January 2, 2020
1 min read
As TD Ameritrade cuts trading commissions, TD Bank awaits the impact
October 2, 2019
2 min read
Tim Hockey did not explain his decision to leave
By The Canadian Press |July 23, 2019
More than one-third of millennials surveyed in Alberta invest with advisors (35%), rather than exclusively managing their money online, finds ATB Investor Beat. That result might surprise you, considering ATB also found that the younger generation is more comfortable managing money online (43%) compared to gen X (27%) and boomers (22%). Millennials are also more […]
By Staff |October 26, 2017
Is IIROC interpreting "recommendation" too broadly?
By Simon Doyle |April 28, 2017
3 min read
Established financial services players are far from immune to cybersecurity threats — witness how the Heartbleed bug took down CRA in 2014, and how IIROC accidentally lost data from 52,000 clients in 2013. But when a new technology gains momentum — like robo-advice — people will scrutinize any vulnerability. This became apparent last week, after […]
By Melissa Shin |February 28, 2017
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
Febelfin, the Belgian Financial Sector Federation, is warning clients to vigilantly guard personal banking information -- in a terrifying way.
By Staff |July 15, 2013
The future is bright for online, do-it-yourself investing.
By Staff |May 10, 2013
Equitable Life of Canada is has introduce Equitable Client Access, a new online tool which gives individual insurance and savings and retirement clients instant access to details about investment holdings, payout annuities, life and critical illness insurance policies. “Clients have up-to-date information right at their fingertips plus the personalized service they have come to expect […]
By Staff |April 3, 2013
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