George Hartman, co-founder & managing partner at ELITE Advisors Canada Ltd, CEO at Market Logics Inc. explains the demographic shifts that will cause a rise in the demand for professional financial advice. He spoke at the 2014 Radius Practice Management and Retirement Summit in Toronto.
A non-profit agency has reported a surge in people seeking unclaimed assets
Lorica Investment Counsel is a specialty bond manager focused on the Canadian market
The firm will unveil a new growth strategy later this month
The deal for Dowling & Yahnke is CI Financial's second-largest RIA acquisition to date
How stewardship, impact measurement and net zero are shaping the RI space
The Ontario regulator proposed a central registry of title users and shorter transition periods
In a staff statement, the regulator stressed its concerns about liquidity, valuation, fraud and manipulation
Account takeover attempts are on the rise, FINRA warns