Investors struggle to understand fees, MFDA wants to change that

A new report from the regulator suggests ways that fee disclosures in annual statements could be clarified

Five best robo advisors in Canada

Now an established part of the investment landscape, we take a look at the most prominent players

Clients left disappointed as DIY platforms struggle with high demand

New JD Power report highlights significant level of 'churn' with customers switching from unsatisfactory platforms

Qtrade puts ‘confidence’ at the heart of new rebrand

The online brokerage hopes to attract more investors to its DIY investing services

IIROC reveals new members of crypto-asset working group

Industry practitioners, legal and compliance experts, and other professionals step up to support development of tailored regulation

Do Canadians need to sharpen their investment fund literacy?

Amid rising interest in investing, survey finds persistent gap in ETF and mutual fund knowledge

DIY brokerages struggled with CX in 2020 but who did best?

Surviscor report reveals that customer experience is a continuing challenge for online brokerages

CIBC embraces AI as report shows increasing digital competition

Canada's major financial institutions recognize that providing strong digital offerings is increasingly essential for market share

Is 2021 when digital onboarding goes mainstream for wealth firms?

Montreal fintech says embracing data connectivity makes life more efficient and convenient for advisors

Behind-the-scenes company that enables holistic financial planning

Start-up CEO on why there is a 'huge opportunity' for advisors to update the way they are working