A new product from Desjardins Sécurité Financier costs less, but covers fewer illnesses than traditional CI policies
To soften the blow of its tax credit phase-out, the Ontario government increases LSIF limits for investing in publicly listed issuers
FP Advantage’s financial planning tools are designed to complement, not replace, comprehensive plans
Facts, the customerrelationship management software developed by Toronto-based LynxDev Inc., is designed to be used by advisors and their firms to improve client service, increase productivity and lower administrative costs.Robert Madej, president of LynxDev, says FACTS is “an investment counsellor in a box” that uses a wealth-management platform to integrate portfolio-management tools with CRM capabilities. […]
But these newer entrants into the European Union still face significant challenges in converging with developed Europe
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U.S. research paper shows optimal rebalancing period is almost four years
Myriad factors are making Singapore an attractive destination for investors who are seeking long-term value
Meritage Portfolios include only independent, third-party funds and represent a shift from firm’s traditional no-load model