Wealth management

Almost half of Canadian investors plan to switch advisors: survey

Industry

Almost half of Canadian investors plan to switch advisors: survey

After a volatile year in markets, more clients say they're willing to work with multiple providers

By Maddie Johnson |July 6, 2023

2 min read

Decorative pattern

Industry

IGM Financial cutting jobs and office space in search for savings

The company plans to reduce IG Wealth Management offices

July 4, 2023

2 min read

Canaccord Genuity facing investigation into its wholesale market-making activities

Industry

Canaccord Genuity facing investigation into its wholesale market-making activities

"Significant penalty" could result from the investigation, company says

By The Canadian Press |June 30, 2023

1 min read

Fintech in focus: PureFacts Financial Solutions Inc.

Technology

Fintech in focus: PureFacts Financial Solutions Inc.

Firm uses AI to select products and identify clients at risk of leaving

By Greg Meckbach |June 21, 2023

3 min read