Five ways to provide better advice
Improve client engagement by understanding human behaviour
- By: Jonathan Got
- September 30, 2024 September 30, 2024
- 12:17
Improve client engagement by understanding human behaviour
A National Bureau of Statistics survey marked a fifth straight month of contraction
Man agrees to pay trading profits plus 50% to regulator
BCV Asset Management Inc. to retain Winnipeg headquarters, branding
SEC, DoJ allege execs' emails were hacked to get inside information on earnings
Two Russians charged, websites seized in transnational law enforcement operation
Barriers to providing information to regulators violate whistleblower protections, SEC alleges
Deposit costs will ease, but it will take time for banks' margins to improve
Get ready to move beyond the PDF
Inflation in August was barely above the Fed's 2% inflation target
Retail trade sector was the largest contributor to overall growth
PR firm's social media blunder violated securities rules, regulator alleges
Also, a selection of the latest fund news
Precious metals action calms, while Dow Jones tops 50K
Report calls for action on data gaps, surveillance, leverage
Trade deficit remains unchanged amid shifting tariff policy, Fitch reports
Trust account used in fraud, misappropriation, Law Society finds
Policy failed to cover hedge fund investment that turned out to be a fraud
Firm allegedly touted stocks on social media, while selling its holdings
The honours will be presented Feb. 12, at the association's Embrace the Challenge event
Start with flexibility, tax efficiency, simplicity
Brokers, MGAs, software providers and TPAs set to evolve
Plus, moves at Our Family Office, Harvest ETFs, Manulife Wealth, Canada Life and more
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Plus, National Bank changes diversified equity fund
Net monthly ETF inflows reach $22B in January: report
Plus, other firms launch new products, tweak their fund lineups