New report calls on firms to file data on sales practices
Rowena Chan, the new head of TD Wealth Financial Planning, wants to double assets under administration
A court rules that trustees and executors can be on the hook for losses if the estate's assets aren't managed prudently
The VC industry hopes the federal budget will preserve a program designed to boost investment, yet argues VC firms already up and running struggle to reach the next level due to lack of capital
Planswell offers clients financial plans based on an online questionnaire. Clients then can sign up for services
In an article about the 2016 performance of mutual fund families in the February issue of Investment Executive (Resources stocks were the story in 2016), two mutual fund families with assets under management of more than $10 billion were omitted from the story and the accompanying table: EdgePoint Wealth Management Inc. and PIMCO Canada Corp. […]
Many recent immigrants have preferences for certain goals, such as education and a home. And while they can quickly become major clients, they also vet recommendations more often
As an employer, you know your most important resource is your human capital. You and your employees represent your organization and are responsible for generating revenue and profit. You can measure your employees’ productivity and engagement. But what about their health? Are your employees healthy, or just one day away from a lengthy illness? Safe […]
Different age groups have different preferences regarding the way you contact them. But don't assume all members of one generation share the same preferences. The key is to know your clients and have a flexible client contact program
Trevor Van Nest, formerly a financial services marketing executive, has found his niche as a fee-only financial planner. He strives to remove the emotional baggage from finances for his clients and to use compassion