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  1. Back Issue

    Fintech rules

    James Langton
    Regulators should be flexible in dealing with fintechs
  2. Megan Harman
    New report calls on firms to file data on sales practices
  3. Back Issue

    Adding advisors

    Tessie Sanci
    Edward Jones’ goal is to have an advisor in every community
  4. Rudy Mezzetta
    A court rules that trustees and executors can be on the hook for losses if the estate's assets aren't managed prudently
  5. Fiona Collie
    Planswell offers clients financial plans based on an online questionnaire. Clients then can sign up for services
  6. James Langton
    The VC industry hopes the federal budget will preserve a program designed to boost investment, yet argues VC firms already up and running struggle to reach the next level due to lack of capital
  7. Fiona Collie
    Rowena Chan, the new head of TD Wealth Financial Planning, wants to double assets under administration
  8. Tessie Sanci
    Many recent immigrants have preferences for certain goals, such as education and a home. And while they can quickly become major clients, they also vet recommendations more often
  9. Back Issue

    Clarification

    IE Staff
  10. Dwarka Lakhan
    Different age groups have different preferences regarding the way you contact them. But don't assume all members of one generation share the same preferences. The key is to know your clients and have a flexible client contact program