More than half of advisors with defined marketing plans gained new clients via social media over the past 12 months, a survey says
Lifeco will sell its Colorado-based subsidiaries and commit capital to Sagard
The distinction honours her contributions to professional financial planning
The survey also suggested demand for planning will increase over the next five years
The discount brokerage changed the fee structure and lowered the minimum balance
The pair will replace Patti Best and Harvey Naglie on Nov. 1
The expanded CDR lineup provides more opportunities for Canadians to invest in global companies
The flows were still more than September 2020’s seasonally low inflow of $1 billion
The Guardian Capital subsidiary bought the Quebec firm's life and health insurance business and seg fund assets
The fund, focused on mid-sized North American companies, raised $417 million