Advisor

PPI advisors to partner with WealthBar

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 […]

By Staff |August 2, 2017

1 min read

Industry

Why fintech adoption is low in Canada — and why that will change

Canada has relatively unimpressive fintech adoption rate, but that won't stop innovation

By Staff |July 26, 2017

3 min read

Industry

Confusion about fees persists despite CRM2

You won't believe who investors think pay their fees

By Staff |July 12, 2017

2 min read

Industry

Compare yourself to the average bank advisor

Big six vary when it comes to advisors

By Staff |July 5, 2017

1 min read

Wealthsimple expands to U.K.

After launching in the U.S. last year, Wealthsimple is now expanding into the U.K. Wealthsimple says an “invitation-only beta version” of the service is open in the U.K., which will launch in September. The robo-advisor now has more than 30,000 clients in Canada and the U.S. and $1 billion in assets under administration. It expanded […]

By Staff |June 22, 2017

1 min read

Advisor

PPI advisors to partner with WealthBar

Why fintech adoption is low in Canada — and why that will change

Confusion about fees persists despite CRM2

Compare yourself to the average bank advisor

How clients can be undone by undue influence

Hits and misses in the energy sector

Be ready to talk about assisted dying: doctor

Advisors to regulators: We’re not the bad guys

Focus on seniors evident in industry services and research

Wealthsimple expands to U.K.