.jpg "Addepar – With a Brand-New Chief Technology Officer Taking the Helm, What Shifts in the Tech Stack will Addepar Follow?")
Author: David Toth, Managing Director Addepar is a state-of-the-art wealth management platform that specializes in data aggregation...
Travis Forman, of Harbourfront Wealth Management reflects on lessons learned building his book, and current economic challenges...
Investment advisor recently crossed the $1 billion AUM mark and he explains how his clients are his...
Duane Ledgister shares how experience with two mentors inspired his own commitment to guide young people through...
CEO Daniel Kenny shares how new strategic collaboration will create additional efficiencies for wealth advisors Go to...
Big Six bank economist lays out moves aimed at short-circuiting runaway markets and easing home buyers’ woes...
Independent businesses belong at the heart of Canada’s economic recovery, says national association Go to Source of...
After exchange owner ‘died with the password to funds’, many traders found themselves bankrupt from alleged scam...
Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca Go...
Canadian big six banking group is to acquire independent advisory firm Brewin Dolphin Go to Source of...
