A growing wealth management firm’s move into the product side of the business hit the headlines recently. WP looks at what sets it apart from its ETF peers.
Everyone seems to be courting the big hitters missing out on the comfortable client.
WP reached out to three ETF heavyweights to get their thoughts on the year ahead in the highly competitive space. Here’s what we learned.
Some in the financial services industry believe that a large gap exists between traditional financial advice and do-it-yourself investing. The question is whether this gap – real or perceived – needs to be filled. WP asks Questrade CEO Edward Kholodenko to weigh-in on the subject.
The competition for passive investors just got a little more heated Monday. Is 2015 the year robo-advisors kick full service brokers to the curb? Possibly; here’s why.
The total number of automated advisors in Canada now totals six. How does the newest entrant compare with those already in the marketplace? WP takes a look.
The latest developments on industry regulation from across the country.