Discount brokerage offers Canadian and U.S. equities
Net sales have been negative since March
FusionIQ has a new compliance partner, while Croesus works with Mako on KYC
Foreign investors sold Canadian securities, while Canadians divested U.S. stocks
The mixed results show firms still have a long way to go to meet Paris Agreement targets
While the 2024 outlook is stable, the rating agency warned about impairments from private credit and real estate investments
Banks, insurance firms and practice management software providers have launched generative AI tools for financial advisors and retail customers
Financial advisors less likely to recommend investing in crypto assets this year compared to last year
High bond yields and weak forecast for equities make conservative portfolios more attractive
Financial advisors must understand their clients' motivations before shaping their behaviour