Each week, we summarize notable moves across the financial industry.

Financial Horizons’ support staff will work on the same platform as advisors, which the MGA said should allow for faster ...

CIBC and CIBC Global Asset Management launched three new mutual funds Monday: the CIBC All-Equity Growth ETF Portfolio, ...

Fund intelligence company Fundbeat Inc. has launched in Ottawa, offering fund companies analysis of competitors’ public ...

AI allows him to research a larger pool of securities, so he can substitute an unavailable bond with one that has similar ...

Financial planners and their firms are increasingly using AI, based on a research report from the Financial Planning ...

Canadian investment manager, ethical business proponent and philanthropist Stephen Jarislowsky, known as “Canada’s Warren ...

An initial review of securities industry firms’ use of AI tools has raised concerns about their governance and controls.

CIRO made the comments in new guidance on the risks and benefits of extended trading as a new alternative trading platform ...

AI removes the attention constraint on both sides. A monitoring layer runs continuously across the full 250, tracking recent ...

Vancouver-based Harbourfront Wealth Group is acquiring Galliant Advisors LP, a Montreal-based investment management firm, ...

Before handing off to an accountant, advisors should have detailed conversations with both parents and their adult children ...