Industry

CPPIB reports $2.4-billion decline in portfolio for quarter

February 10, 2017 David Paddon
Practice Management

Why you should focus on client retention

February 10, 2017 Dwarka Lakhan
Telling stories to win clients

Canaccord Genuity makes changes to its executive team

February 10, 2017 Tessie Sanci

Drop opposition to fiduciary rule, U.S. lawyers say to investment industry

February 9, 2017 James Langton

Investments needed to create a fintech hub in Montreal

February 9, 2017 Tessie Sanci
Fiera makes changes to its management team

Natixis makes key changes to leadership group

February 9, 2017 IE Staff
Client Communications

Avoid these common first-meeting mistakes

February 9, 2017 Beatrice Paez
Avoid these common first-meeting mistakes

Merrill Lynch launches U.S. robo-advisor

February 8, 2017 James Langton
Sales & Marketing

Five ways to turn your practice into a trusted brand

February 8, 2017 Dwarka Lakhan
Special Reports

Denis Berthiaume: 2016 Quebec Financial Personality of the Year

February 8, 2017 IE Staff

Canfin launches online platform to connect with its advisors

February 7, 2017 Fiona Collie
RBC holds off Canadian fixed income rivals

Manulife removes need for nicotine testing for some life insurance applicants

February 7, 2017 Alexandra Posadzki