Forex EA Shop has announced a new educational initiative designed to enhance understanding of algorithmic strategies, ...

Getting down to specifics helps brokers better serve clients say respondents to Canadian Underwriter’s annual National Broker ...

Firms of different sizes roll out new software differently. Smaller firms are usually more willing to learn as they go while ...

A C.D. Howe report looks at the possibilities of AI for increasing financial literacy, improving advisor productivity, and ...

Episode 1.2 of the Canadian Advisor.cast features Simon Chan, founder and CEO of Adapt with Intent and Advisor.ca’s longevity ...

As the industry has shifted from managing money to managing emotions, Tatiana Enhorning has found new application for her ...

The forex trading world is booming – and for good reason. Investors are increasingly hooked on forex trading given the ...

Shea Sanche says his latest acquisition brought on ‘exactly the kind of clients who fit our [financial] planning-first ...

He stated that this should be a priority across the industry to improve client retention by making it easier for clients to ...

Most clients don’t agree to be a reference because of compensation or obligation. They do it because of how you made them ...

Study based on survey of 300+ CIRO-registered and independent advisors from across the Canadian wealth management sector ...