J.D. Power suggests self-directed investing firms focus on client onboarding and mobile apps
The new “hybrid” platform will offer DIY investing, wealth management and financial planning services
Discussing finances can be cringeworthy for many, according to an FP Canada survey
J-F Courville and Dave Nugent will join the firm as managing partners
The no-fee account offers a 2.4% interest rate
More than half of respondents said they feel “more comfortable” with an advisor
Portfolio Score acts as a “health check” for investors’ portfolios
Christine Zalzal brings experience driving growth in retail and wealth product lines
How embracing technology can help you build stronger client relationships
The robo-advisor will provide an online platform for the firm's clients