Newly formed group launches campaign to promote co-operative banking movement
Change takes effect in about 60 days
Campaign features real-life stories of Canadians late to retirement planning
Reaching clients through their smartphones
Package features interactive resources and prospecting tools to reach clients
“Investing for a New World” designed to help investors confront the challenges of low yields and volatile markets
FirstOntario wants to educate Canadians about the benefits of a community-based credit union over big banks
‘Peace of mind’ ads to run in print, online, and at airports
Some securities regulators are stepping up supervision of promotional ads by issuers, often smaller resources companies
Advisors across all industry channels report that they often struggle with out-of-date hardware, software that is not user-friendly, systems that aren’t well integrated or inadequate tech support and training