Three in 10 investors were overconfident about their investment knowledge, but women and investors with advisors tended to be underconfident
Automated advice optimizes debt management, FCA finds — if consumers let it
Firm touted lack of fees while making money on investors' cash holdings
Regulator details its compliance review priorities for the year ahead
A report from Greenwich says technology makes investing more accessible but no less complex
Wealthfront acquired for US$1.4 billion in cash
The regulator's reviews uncovered deficiencies at most firms examined
Patrick Pichette is a partner with Inovia Capital, which participated in Wealthsimple’s latest fundraising round
Younger Canadians flocking to online investing represents a "generational shift," says RBC DI president and CEO
One in four clients reported having at least one problem with their firms over the past 12 months