As if the competition amongst robo-advisors wasn’t stiff enough now the big banks and their big budgets are getting into the act
Move over Wealthsimple, the digital investment services field got a little more crowded Monday with the introduction of another robo-advisor.
It’s arguably the award with the greatest impact on an advisor’s future book and here’s who’s in the running.
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The case for wooing clients away from the big banks might have just gotten more difficult due to an $11 million lawsuit against two independent financial advisors.
BMO becomes first financial institution to offer web-based effort to educate and recruit women to the advisory business.
Advisors need to improve their communication with clients over how their investments are impacted by taxes, according to results from a new study.
How the finance industry acknowledged women in recognition of this year's International Women's Day.
WP releases the first 25 advisors that made the cut on its Top 50 Advisors in Canada list, featured in the latest issue of WP Magazine.
WP releases the first half of its Top 50 Advisors in Canada list, featured in the latest issue of WP Magazine.