If its presence at the Future Proof Wealth Festival last month is any indication, direct indexing was a hot topic. It was everywhere—represented at vendor booths, the topic of a popular session, and ...

Much like real estate is all about "location, location, location," for most long-term investors, portfolio construction is all about "diversification, diversification, diversification." A diversified ...

Wealthsimple offers the ability to buy Canadian and U.S. stocks and ETFs without paying commissions. You do have to pay a 1.5 ...

Customized products and experiences are popular these days. Even in the case of stock investments, it’s now possible for investors to “customize” and personalize their own stock portfolios. This is ...

The better reason to get the Wealthsimple Chequing Account, besides interest, is because it provides truly no-fee banking, ...

As wealthy clients demand more personalization and tax efficiency, direct indexing is emerging as a powerful tool advisors can offer, though many are still learning how to use it. Emily Gray, managing ...

Everyday investors now enjoy many of the benefits once saved only for professional Wall Street-ers. Investing giants like Charles Schwab and Fidelity are getting in on the action lately by offering ...