News and resources for Canada's top financial advisors
Est. 1998
Industry
The days of waiting around for over 100 microseconds for a trade to be processed may be coming to an end. TMX Group has announced the roll-out of TMX Quantum XA, the latest upgrade in its trading system.
By Staff |February 1, 2012
1 min read
As the vast majority of Canadians take their products-and-services search online, businesses are beginning to follow. The financial services industry is waking up to this trend.
By Vikram Barhat |January 16, 2012
2 min read
CI Investments has launched an application for the iPad, offering on-the-go access to key facts about the company's products.
By Staff |December 12, 2011
Broadridge Financial Solutions has announced upgrades to its ClearancePro fixed income processing solution to integrate with CDS Clearing and Depository Services Inc.
By Staff |November 30, 2011
Edward Jones has chosen Broadridge Canada's New Issue Fulfillment offering for the communication and delivery of transaction confirmations and required compliance documents for new issue equity and fixed income products in Canada.
By Staff |November 15, 2011
Manulife has rolled out a new Synergy application for the iPad. Synergy combines a life insurance policy, a critical illness insurance policy and a disability insurance policy into one package.
By Staff |October 27, 2011
Listen and learn. Managing Editor, Melissa Shin spoke to Chris Allen, the founder of Investius.
By Staff |October 20, 2011
Morningstar Research has launched a complete upgrade of its research, portfolio analysis and investment planning software platform for financial advisors.
By Staff |October 14, 2011
Planning and Advice
Any business is built on relationships, so how do you stay on top of yours? By picking the right CRM (client relationship management) system.
By Stuart Foxman |October 1, 2011
If you currently work alone or have a small office, you have probably decided it’s not worth the cost and time of setting up and maintaining a separate mail server and just use the email service your internet provider or website host provides.
By Kevin Cork |September 26, 2011
5 min read
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