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.
New regulations for the Personal Information Protection and Electronic Documents Act take effect Nov. 1
Investors rated three characteristics of advisor education programs as particularly important
Index identifies companies listed on the S&P/TSX composite index that promote diversity and inclusion
More high-net worth investors expect they will live to 100
More than half of the cases heard by FPSC’s disciplinary hearing panel in 2017 resulted in a suspension
Regulator alleges investment fund manager violated mutual fund sales practices rule
The toolkit provides firms and supervisors with ways to improve conduct and strengthen accountability
Poloz to appear before Commons finance committee