FusionIQ launches FIQ Market One
Digital market to provide access to a diverse array of investment opportunities through unified, white-labeled client and advisor portals
Digital market to provide access to a diverse array of investment opportunities through unified, white-labeled client and advisor portals
The new eWealthManager® homepage aims to help advisors manage their businesses more efficiently
Advisors managing up to three clients will gain access to Elements platform, enhancing prospecting capabilities
New offering enables depositors to open high-yield savings accounts at BankProv in less than one minute
CGI acquires National Bank's innovative financial planning IP solution, AdviceSuite, to expand its Wealth360 digital platform
Hub Financial Inc. (Hub Financial), one of Canada’s largest distributors of life insurance and investment solutions, announced today that it has acquired, through one of its affiliates, Achievex Financial Services Inc., W.C.S Financial Services Inc., W.C.S. Achievex Inc., Allen Wong & Associates Agency Limited, BridgeForce Financial Group Inc., Cinaber Financial Inc., Ontario East Insurance Agency Ltd., and Joseph B. Woodyatt Insurance Agencies Limited (BridgeForce). Terms of the transaction were not disclosed. These BridgeForce firms are some of the largest Canadian...
The all new, mobile-friendly website also offers user-friendly navigation, an interactive design, and client-friendly educational content for structured investments and annuities
Value Line Funds join the growing list of asset managers on Oranj's custodian-agnostic platform
Financial Advisors can now make personal connection videos for their clients and customers simply and easily, all thanks to Snappy Kraken, the martech firm that provides automation solutions to financial advisors for launching its new personal connection video series for its existing subscribers, free of cost. Robert Sofia, CEO of Snappy Kraken expressed that up until now the financial advisors didn’t have a lot of options to use videos to promote their messages. The only...