Technology

Market Insights

For heroic returns, invest in this sector

A value orientation will be key

By Staff |August 28, 2017

2 min read

Industry

Shaunessy Investment Counsel teams with Wealthsimple

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 […]

By Staff |August 22, 2017

1 min read

Industry

Industry tech guru Stan Deudney passes away

Stan Deudney, most recently president of Transatron Systems Inc., passed away on August 12, 2017

By Staff |August 15, 2017

1 min read

Industry

Don’t forget the basics as fintech adoption booms

Financial firms must consider how adding new tech affects their reputations and employees

By Staff |August 11, 2017

2 min read

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

Why to be cautious about blockchain offerings

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 […]

By Staff |July 27, 2017

2 min read

ETF providers want to be your practice consultants

ETF providers have been trying to get on advisors’ radars with free offerings like portfolio tools and analysis. WisdomTree, the New York-based ETF provider that launched in Canada last year, is now trying to one-up its competitors with tailored consulting services to help advisors grow their businesses and even migrate to fee-based practices. Kurt MacAlpine, […]

By Simon Doyle |July 6, 2017

3 min read

Technology

For heroic returns, invest in this sector

Shaunessy Investment Counsel teams with Wealthsimple

Industry tech guru Stan Deudney passes away

Don’t forget the basics as fintech adoption booms

Toronto’s PlanPlus merging with Australian risk profiling firm

PPI advisors to partner with WealthBar

Why to be cautious about blockchain offerings

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

ETF providers want to be your practice consultants

RBC GAM to invest $20M in digital hub over 5 years