Change is coming in 2021 for wealth management: Forrester
Technology can help firms and advisors meet changing client expectations
- By: Fiona Collie
- October 22, 2020 October 22, 2020
- 12:54
Technology can help firms and advisors meet changing client expectations
Polls suggest Canadians could incur significant costs during Covid-19
Deal sees Sun Life acquiring 51% of Crescent Capital
A persistent lack of knowledge about RI offers an opportunity for advisors to help
Member Savings offers banking services to LCBO employees
Covid-19 is battering public finances
Bank report offers reasons for optimism
The result supports continued monetary stimulus, economist says
Biden is campaigning on making the wealthy pay more
Alternative IQ hosted its annual awards for the industry on Tuesday
Spending momentum may be hard to sustain, however, economist says
Two men are accused of obstructing an OSC investigation into a crypto offering
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