From meeting prep to constructing financial plans, here's how advisors are making use of new tech
Amid uncertain economic conditions, allocations are shifting away from equity funds and into fixed-income products
Back-office snafu meant clients didn't get discounts on standard fees
B.C. court says case meets criteria and allows plaintiff to revise claim
Associations, hedge funds and wealth management firms all made new appointments
Group rejects proposed fee exemptions for self-regulatory organization and calls for greater advisor proficiency
The change is one of five updates to the CFA program aimed at making the charter more practical
Professional advice, financial plan provide significant confidence boost
AdviceSuite to be incorporated into CGI Wealth360