News and resources for Canada's top financial advisors
Est. 1998
Industry
Tighter funding conditions are squeezing upstarts, benefiting traditional firms
By James Langton |February 16, 2023
2 min read
AdviceSuite to be incorporated into CGI Wealth360
By Greg Meckbach |February 3, 2023
Products
KPMG sees slowdown for VC investment in 2023
By James Langton |January 24, 2023
Technology
My Financial Benchmark and Financial Calculators will be in one hub
By Greg Meckbach |January 17, 2023
1 min read
The investment will allow IG advisors to integrate mortgages with financial plans
By Staff |December 13, 2022
A welcome industry development gets a critical assessment
By Michelle Schriver |December 2, 2022
4 min read
Advisors face a host of challenges integrating new tech
By Maddie Johnson |November 25, 2022
Regulators alleged the firm's onboarding process for new reps was deficient
By James Langton |November 24, 2022
Anthony Ostler also called for more consumer protection in the emerging payments space
By Staff, with files from The Canadian Press |November 24, 2022
BMO partners with ARK on innovation funds, and Purpose prepares single-stock ETFs
By Staff |November 17, 2022
3 min read
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.