Although global high net-worth individuals’ wealth surpassed US$70 trillion for the first time, only 55.5% said they connected very well with their wealth managers
Veteran Kyle Rookes brings more than a decade of M&A and capital markets experience to the firm, with a focus on the oil field services…
Cybersecurity breaches may have disclosed personal and financial information of up to 90,000 customers
Group's plan endorsed by Quebec legislature
The project will make it possible to develop Quebec’s fintech community and help support Montreal’s position as an innovative financial hub
Course helps independent advisors create and maintain a FINTRAC compliance regime
Paul Tyers, Jason Pereira and Sterling Rempel were recognized at the CIFPs annual conference in Halifax
Postal banking services would provide underserved communities with greater access to affordable financial services
Advisors see a tough road ahead of them in helping clients prepare for financial obstacles
The federal tax agency is focusing on modernizing technology, improving agent training and updating service standards
The partnership agreement will enable the central bank to better understand the implications of emerging technologies in the financial sector
Blunt cards free clients from bad advisor relationships
Financial planners must work very closely with questions to ensure their complex financial and estate goals are met
For the most part, advisors would recommend their firm to another advisor. But changes at a dealer impact both these recommendations and a firm’s rating
The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary…
Younger generations also feel much more social responsibility than older generations
Investment and commercial banking departments can provide leads for wealth managers
Denis Ricard appointed president and CEO
Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes
Although digital advice will play a greater role, financial planners will need to promote the value of professional, holistic advice
Sylvain Brosseau leads Walter Asset Management’s efforts to consolidate small-and medium-sized firms
The digital wealth platform lets advisors onboard, engage and manage their clients more efficiently
New venture capital fund focused on fintech and artificial intelligence applied to financial service
An important way for firms to improve the retention of insurance advisors is to provide management responsibilities
The ability to understand app features has the largest impact on overall satisfaction among app users