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5 Canadian Fintech Companies to Watch

Although Canada does not receive the same kudos for innovation and technological development as the United States, it punches above its weight when it comes to emerging financial technology (fintech) companies. Here’s a look at five Canadian fintech companies that are making a name for themselves by providing innovative financial solutions for customers: Payfirma, Quandl, …

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How Blockchain Will Revolutionize Future Cars

The future’s cars have long since moved from our imagination into the real world. High-profile successes and failures have created a polarized discussion surrounding the industry’s outlook, but no conclusions have emerged. As more automakers contemplate the direction of the industry, there are still too many unanswered questions. For one, companies continue to focus exclusively on …

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Are You ERISA Compliant? Follow This Checklist

Many businesses offer some form of qualified retirement plan and, in doing so, they fall under the governance guidelines of the Employee Retirement Income Security Act of 1974, better known as ERISA. ERISA establishes guidelines and minimum standards designed to protect employees of private sector companies who participate in retirement and welfare benefit plans. Businesses …

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Common Interview Questions for Financial Planners

Financial planning is a rewarding career with a strong job outlook. While financial planning jobs are abundant, the competition for them is intense, which makes acing the job interview of paramount importance. First impressions matter. A good first impression gives you an immediate leg up. A bad one, by contrast, can put you in a …

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Who Wins a Brokerage Price War?

While commission-free trades have become the norm for customers of discount online brokers, in October 2019, it was big news. Charles Schwab, TD Ameritrade, E*TRADE, and Ally Invest all cut equity commissions to zero the first week of October 2019, and Fidelity joined the crowd on October 10. Bank of America’s Merrill Edge extended free trading to all …

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Musk Provides Tesla (TSLA) Cybertruck Design Updates

Tesla, Inc.’s (TSLA) colorful CEO Elon Musk has provided updates on the company’s Cybertruck, launched with a splash in 2019, and suggested that it could end up becoming a flop in the market. On Twitter, Musk’s favorite social media platform, the CEO wrote that the car’s doors would not have handles. Instead, it would simply …

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Preparing for Initial Client Meetings

With eMoney, you can offer clients an interactive Client Portal and a collaborative planning experience. But what steps do you need to take to get started? Today, we’ll look at three ways you can incorporate eMoney before your first client meeting to position yourself and your client for success. Connect Managed Accounts Before getting started, …

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