New module lets advisors to review all major aspects of a client’s financial plan from a single platform
Similarities in the Canada and U.S. an opportunity to expand the reach of the institute
Deal is expected to close this month
More funds added to Manulife Diversified Income Portfolio; Sub-advisor change for Manulife Canadian Large Cap Value Class
Seven proposed fund merger would create a more focused line-up
Foreign equity funds dominate the rankings
Five key questions to help avoid financial ruin
Anu Jain permanently banned from acting as a supervisor for facilitating stealth advising by an unregistered person