There are three key business trends to watch in financial services, including whether institutions are monitoring cyber risks.
Wealthsimple for Advisors has partnered with Forstrong Global Asset Management Inc. Read: Wealthsimple says it can compete in U.S. market The partnership allows financial advisors to invest client assets in Forstrong’s actively managed investment strategies, using Wealthsimple’s platform for advisors. Also read: Is your client cheating on you? Major data breach touches U.S. robo, but […]
With stock markets trading at or near all-time highs, an increasingly likely market correction means newer investors, like millennials, might unwisely pull their investments when the going gets tough. To avoid that scenario, robo-advisors are working at educating clients to remain focused on their plans through market ups and downs. At Wealthsimple, for instance, a […]
An analysis of how fees can impact the average person’s retirement savings.
The CSA has launched an initiative that supports businesses seeking to offer innovative products, services and applications.
The telecom sector has long been an outperformer in Canada, compared to the broader TSX. But that’s likely to change.
Fintech businesses in Ontario and the U.K. can now get support from financial regulators as they seek to operate in one another’s markets. Signed this week, a new agreement allows the Financial Conduct Authority (FCA) and the OSC to refer innovative businesses to each other, as those businesses seek to enter Canada or the U.K. […]
Investment managers from BMO and Wealthsimple offered tips
Looking for strong yields and dividend growth? Consider telecoms.
Wealthsimple has confirmed it is expanding to the United States. The robo-advisor, which offers services through an app, website and by telephone, on Tuesday announced a full expansion into the U.S. market with fresh financing of $20 million from Power Financial Corp. Although early U.S. users will likely be Canadians living south of the border, […]