Tax agency keeps up the pressure
New PowerShares funds from Invesco Trimark
James Sheldon provides service for clients with interests in the U.S. and Canada
Know Your Financial Advisor website lets clients rate advisors; firms’ compliance departments can monitor activities
Credit union mergers have become fact of life as these organizations look to expand
Credential offers advisors opportunity to become experts
New manager at Dynamic Funds
Using social media for business can be complex. Now there’s help for newbies
Most parents want to pay for their children’s post-secondary education, but many don’t have a plan