A Partner Report from Assuris
This Partner Report from Assuris is a retrospective with Paul Petrelli, President & CEO, Assuris.
Year 1: A Retrospective with Paul Petrelli, President & CEO, Assuris
Skyline Wealth Management Inc. (“Skyline Wealth Management”) connects portfolio managers and institutional investors to several private alternative investments operating in the Canadian real estate and…
Financial advisors work to empower their clients — but they now have a model to be more financially empowered themselves. A new compensation structure from…
Designed Securities Ltd. partners Gillian Kunza, CEO and Michael Konopaski, CFO explore how dealers misrepresent and overuse the term “independence”.
In this article, Avenue Living explores how advisors’ perception and knowledge of REITs impact their client recommendations.
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