BCSC issues warning about high-pressure sales calls
Seniors are pressured to invest in a tech company
- By: IE Staff
- May 27, 2019 October 17, 2019
- 15:15
Seniors are pressured to invest in a tech company
Clients should report solicitations
Aite Group estimates robo platforms will have $1.26 trillion in AUM by 2023
Conservative leader says corridor could improve certainty for investors
The Greystone acquisition led to a bump in AUM
Profits were propelled by loan growth and higher interest rates
Some on the Fed board think future rate hikes may be necessary
Company plans to explore new products, evolve advisor platform
Bank plans to analyze client data to develop new products and services
Principles to be launched at the UN General Assembly's annual meeting on Sept. 22
Proxy proposal to improve gender diversity at Waste Connections Inc. receives 64.5% shareholder support
The deal is valued at approximately US$300 million
The shares represent approximately a 7.1% stake
The firm is preparing its advisors to deal with anxious clients
The digital platform will now combine financial planning and wealth management
The purchase lifts the firm’s liability-driven investment AUM to more than $25 billion
The pension fund beat its benchmark with a net return of 8.9%
The wealth management and life insurance segments also saw smaller gains
The vote was 23% in favour, 77% against a greater shareholder voice on executive compensation
Many families unfamiliar with tax credits, grants and other financial assistance programs associated with post-secondary education
Employer plans, OAS and GIS were the least understood topics
Bigger contribution from IGM offset by lower earnings from life insurance companies
But advisors aren’t as popular with Gen X investors
Liaison officer program provides in-person visits and seminars help business understand their tax obligations