Taking over the daily operations of Peak Financial Group from Robert Frances represents an opportunity for the experienced Doré
Serving the financial needs of health-care professionals, such as doctors, dentists and pharmacists, takes specialized knowledge and a well-crafted marketing strategy
Fidelity Go is targeted at investors with a minimum of US$5,000 in investible assets
Toronto-based Sun Life Global Investments (Canada) Inc. has partnered with London, U.K.-based Aviva Investors to launch a new multi-strategy investment fund. Sun Life Multi-Strategy Target Return Fund is meant to provide unitholders with an average annual gross return of five percentage points above the Bank of Canada’s overnight lending rate during a rolling three-year period. […]
Advisors can show their worth during volatile markets, and with complex financial planning needs
Although Responsive’s services have higher fees than other robo-advisors, these will be justified when markets take a downward turn, says the firm’s CEO
Advisors who develop such partnerships could find efficiency and scale in their businesses, which could help improve overall productivity
Digital wealth-management platforms are aiming to make life easier for traditional advisors
Given the many changes to this year's Report Card, firms' lower ratings may not be that much of a surprise