News and resources for Canada's top financial advisors
Est. 1998
Products
Toronto-based Obsiido plans to launch a service for advisors later this year
By Mark Burgess |October 2, 2023
3 min read
Industry
Robo-advisor violated rules when touting hypothetical performance
By James Langton |August 21, 2023
2 min read
The focus is on serving younger, less knowledgeable clients
July 18, 2023
4 min read
Technology
Digitization can provide product advice, but clients still want to talk to humans
By Greg Meckbach |October 11, 2022
Three in 10 investors were overconfident about their investment knowledge, but women and investors with advisors tended to be underconfident
By Staff |September 7, 2022
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.