Approvals that used to take 28 days can be made in 30 minutes. Some automated decisions take less than 10 seconds ...

New wealthtech tools can plan and execute multistep workflows, but they need limits on how autonomously to act ...

Advisors can also prepare for cases of incapacity by streamlining financial accounts for clients who’ve reached a certain age ...

The biggest penalty of $676,500 was levied against New Brunswick-based Caisse populaire acadienne ltée (UNI Financial ...

Following a review, the Toronto Stock Exchange (TSX) is proposing a series of revisions to its continued listing requirements ...

An investor who tried to sue her former discount broker, claiming that unauthorized trading took place in her account, had ...

That’s no easy job. Almost two in five (39%) certified financial planner (CFP) professionals were 55 or older at the end of ...

Each week, we summarize notable moves across the financial industry. Newport Private Wealth co-founder Douglas Brown will ...

Bank of Canada governor Tiff Macklem says the unpredictability of U.S. trade policy has increased uncertainty and could set ...

Nathalie Bachand and Caroline Dabu each received the FP Canada Award of Distinction, which honours those who have made ...

The national statistical agency reported that Canadian investors sold off a record $31 billion worth of U.S. stocks in July, ...

Across Canada’s economy, the report points to common barriers like slow regulatory permitting processes, limited capital for ...