Demographics represent yet another headwind for asset managers
The average client has $75,000 in assets and is saving for retirement, an MFDA report says
Advisors may need to review financial plans more as the pandemic forces clients' priorities to change
Technology can help firms and advisors meet changing client expectations
Covid-19 and low oil and gas prices pose challenges for Albertans looking to invest
Respondents to a global survey say factor strategies continue to meet or exceed expectations
Aligned has $10B in assets and over 200 advisors
The U.S. firm specializes in fixed index annuities
The family office firm recently announced a deal with Sagard Holdings
Spending promises could lead to higher taxes, experts warn