07/15/2019

JPMorgan Launches A Robo-Adviser For Passive Investors

Under this service, it will include users into an investment portfolio composed of its exchange-traded funds (ETF) for an annual fee of 0.35% or 35 basis points of the assets, which is the annual advisory fee.

07/10/2019

RBC buys accounts payable specialist

RBC says the acquisition gives it valuable new capabilities to help customers transitioning away from paper cheques to digital payments.

07/04/2019

SEIA Announces Award Wins for 2019

SEIA was also recognized among the "2019 Financial Times 300 Top Registered Investment Advisors" list, which highlights the top US-registered investment advisors.

07/02/2019

Stifel Closes Acquisition

The Stifel Global Technology Group, resulting from the combination, will operate internationally with more than 100 professionals