Founder moves from solving math problems to advisor problems
Planning software helps with client engagement
Causes of SVB failure unique to banks but some life insurance contracts with investment features are liquid, report says
Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities
CC&L has an international equity fund while eight RBC funds are now available in ETF versions
Debt levels put Canadians at higher risk to interest rates, portfolio manager warns
Money-market ETFs gained nearly $1.4 billion while technology, commodities and crypto saw redemptions
A CI utilities-sector ETF writes covered call options while Invesco launched a suite of dividend ESG funds
New launches include emerging markets, ESG and private markets, while Invesco is closing multiple funds
AdviceSuite to be incorporated into CGI Wealth360