Page 4 - Wealthsimple Inc News Today

Critics are concerned reform initiatives will become unmanageable

In a new Canadian startup record, 1Password raises $620M on $6.8B valuation - SiliconANGLE

Jonathan Lin, this year’s IIAC Top Under 40 Award winner, began by phoning members of professional associations

The bank wants to increase its client base for its direct brokerage

MONTREAL — National Bank of Canada says no-commission trading at its direct brokerage was years in the works as part of an effort to increase its client base."This is not a brain cramp that happened . . .

Fiona Collie Canada’s wealth management fintech space, like a gangling teenager, has undergone a noticeable change in recent years. Since the launch of robo-advisors in Canada more than five years ago, the fintech space has grown as companies have found their niches — either in the B2B or B2C market — and hired employees with skills and knowledge of the investment industry. “I think the bench strength of these companies has improved,” said Rob Baldassare, senior advisor, fintech, with...

The beta version of the product launched in November 2020

The beta version of the product launched in November 2020

Orion acquires risk management fintech The platform its buying, HiddenLevers, allows advisers to perform portfolio- or security-level stress tests to measure sensitivity to macro-level risks. March 9, 2021 2 MINS Orion Advisor Solutions announced Tuesday it has acquired HiddenLevers, joining a list of wealthtechs that have snatched up smaller fintech platforms in recent weeks.  Atlanta-based HiddenLevers, founded in 2009 by bootstrappers Raj Udeshi and Praveen Ghanta, all...

Wealthsimple will transfer all of their existing U.S.-based customers to Betterment, and will no longer support accounts based in the U.S.