Industry news

Tech to be bigger revenue driver for financial services in 2020

Most firms are investing in new technology in the belief that it will bring strong returns

Tech to be bigger revenue driver for financial services in 2020

Which Canadian financial services firms excel on customer service?

New ranking shows 3 brokerages and 7 banking organizations are high-performers

Which Canadian financial services firms excel on customer service?

Acquisition means advisors now have ‘a real set of options’

CEOs of Purpose Advisor Solutions and Wealthsimple for Advisors tell WP why ‘opportunities are limitless’ after deal

Acquisition means advisors now have ‘a real set of options’

Advisor fined for failing to disclose radio show referral arrangement

Experienced professional earned $18,000 commission without informing IPC compliance

Advisor fined for failing to disclose radio show referral arrangement

Vanguard weds the two biggest trends in ETFs

Vanguard’s head of product tells WP how his new fund combines the two overarching trends in ETF investing

Vanguard weds the two biggest trends in ETFs

Are credit-constrained Canadians too confident for their own good?

Poll results suggest concerning lack of knowledge with respect to several areas of financial literacy

Are credit-constrained Canadians too confident for their own good?