Fidelity Clearing Canada, a provider of clearing, custody and back-office support services to Canadian-based brokerage firms, has successfully converted Dundee Securities onto its Canadian Clearing service platform.
Most advisors tend to focus on the part of the book that generates the most revenue. In doing so, they often fail to take advantage of opportunities elsewhere.
It’s the question that has been dogging the world’s biggest publicly traded company since its last earnings report: What do you do with nearly $100 billion in cash?
Kids’ financial literacy? There’s an app for that. Want to trade equities on the fly, there’s an app for that, too. Signing up for an RESP? Check. It was only a matter of time insurance industry got one of their own.
As the deadline approaches, efforts are mounting to make tax filing experience a little less burdensome for do-it-yourselfers.
PlanPlus Inc. has now made it easier for advisors to offer more tailored advice and planning solutions to their clients, with the release of a new review process module within its financial planning program.
Bloomberg announced a major redesign of its market data service on Monday, which will heighten its rivalry with Thomson Reuters.
Leading advisors are moving to social enterprise. They are using tools and strategies to connect and collaborate with their clients, teams and assistants. Welcome to the social enterprise.
The days of waiting around for over 100 microseconds for a trade to be processed may be coming to an end. TMX Group has announced the roll-out of TMX Quantum XA, the latest upgrade in its trading system.
As the vast majority of Canadians take their products-and-services search online, businesses are beginning to follow. The financial services industry is waking up to this trend.