November 16, 2020
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Featured News
Free financial planning apps enter the equation
The tools provided by big players like Fidelity and Schwab are a plus for investors just starting out, but what do they mean for smaller advisory firms?
Toronto mega-buyer CI Financial acquires Roosevelt Investments
Canadian consolidator has made 12 deals since February, and three in less than two weeks
Market surge exposes cracks in online trading platforms
Brokerages like Schwab, ETrade, TD Ameritrade, Robinhood and Fidelity were hit with technical difficulties as trading spiked amid news of a COVID-19 vaccine
Are financial planning apps the next fintech target?
Advisers have the advantage when it comes to creating plans, but several digital apps launched by major financial institutions are thriving
Medicare premiums, surcharges to rise slightly in 2021
Income brackets to be adjusted for inflation for high-income retirees next year
