Accenture has appointed Jodie Wallis as managing director for Artificial Intelligence (AI) in Canada, effective immediately
The British Columbia Securities Commission has granted First Block Capital Inc. registration as an investment fund manager and an exempt market dealer to operate a bitcoin investment fund. It’s the first registration of an investment fund manager in Canada solely dedicated to cryptocurrency investments. Read: CSA plays nice with business in new regulatory sandbox The […]
RBC Global Asset Management Inc. has launched RBC Vision Fossil Fuel Free Global Equity Fund, which is part of the suite of RBC Vision Funds introduced earlier this year. The fund avoids companies directly involved in extracting, processing or transporting coal, oil or natural gas. The fund also uses an exclusion list based on the […]
A value orientation will be key
Shaunessy Investment Counsel Inc. (SIC) is making its multi-asset global portfolio accessible to the public through Wealthsimple for Advisors. SIC’s portfolio was previously available only to four First Nation trusts and 23 families. “Through Wealthsimple, Canadian investors can now access SIC’s ETF portfolios that are structured to achieve long-term growth, and yet limit risk, in […]
Stan Deudney, most recently president of Transatron Systems Inc., passed away on August 12, 2017
Financial firms must consider how adding new tech affects their reputations and employees
As of August 1, 2017, Toronto's PlanPlus and Sydney, Australia's FinaMetrica will merge and become PlanPlus Global
Insurance advisory firm PPI has partnered with robo-advisor WealthBar to launch a platform that gives PPI advisors access to a suite of investment options. Read: How to survive as the industry transforms “Through a new advisor platform called PPI Valet, powered by WealthBar, independent advisors can bring an added-value service option to their clients,” says […]
The SEC is cautioning market players about online organizations that offer digital asset purchases through “initial coin offerings” or “token sales.” The SEC warning comes in an investigation report that found tokens offered and sold by an online organization known as The DAO were securities—“and therefore subject to the federal securities laws,” an SEC release […]