The lead advisor is still preparing for every client meeting, following up on documentation, coordinating planning work, ...

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 ...

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

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

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

Shifts in the fixed income market can be difficult to explain to clients. Bonds are more complicated than stocks, and changes ...

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

BMO, CIBC and Scotiabank have joined Project Agorá, a global initiative exploring the use of tokenization to improve ...

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

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

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