Increased revenues result from Hewmac acquistion
Five-year contract to be serviced out of Montreal
Targets increasing distribution by phone, Web
Deal adds 10 fund reps
ING to own 22% of IPC as part of strategic alliance
Hires key executives
Advisors gain access to Web-based services
Fund dealer ays operations integration is top priority
Says legislation requires solvency funding
Former Fortune Financial president failed to supervise salesman
Comments due September 30
<i>In the new, competitive world, the reward for a job well done is you keep the client; new business a bonus</i>
Deal represents first step into Quebec market
Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
43% of Canadians found it hard to see the value of a financial plan: KPMG
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Inflows to emerging markets have soared in recent months
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…