Industry

IGM downsizing, focusing on HNW clients

May 5, 2017 Geoff Kirbyson
Echelon Wealth Partners names Joe Oliver as chairman

CFP holders say other financial professionals should obtain the designation

May 5, 2017 Beatrice Paez
CSA report: divisions remain over “best interest”

Great-West CEO mulls bringing firm’s three units under one brand

May 5, 2017 Geoff Kirbyson
Great-West CEO mulls bringing firm’s three units under one brand

Diversity still hard to come by in U.S. asset-management industry

May 4, 2017 Beatrice Paez
Casual Friday: Client event etiquette
Practice Management

Five qualities to consider when hiring staff

May 4, 2017 Leah Golob
Five qualities to consider when hiring staff

DBRS downgrades Home Capital ratings

May 4, 2017 James Langton
Practice Management

Talking to clients — Green light or red light?

May 4, 2017 Dan Richards
Talking to clients — Green light or red light?

CIBC adds more cash to PrivateBancorp offer

May 4, 2017 The Canadian Press

Percentage of seniors in Canada continues to rise

May 3, 2017 James Langton
Tap your inner circle for new clients

Home Capital delaying release of Q1 earnings

May 3, 2017 The Canadian Press

Intact Financial to buy U.S. specialty insurer for US$1.7 billion

May 2, 2017 The Canadian Press

Barclays launches new fintech centre in London

May 2, 2017 Beatrice Paez