Home Jennifer Cheng

Scotiabank, National Bank and CIBC advisors were quite vocal in their disapproval of changes to their paycheques

  • June 22, 2017 December 18, 2017
  • 23:50

Having skilled, experienced and helpful staff with long tenure in the firm goes a long way toward ensuring advisors are satisfied with their dealer firm's back-office department

  • May 31, 2017 December 18, 2017
  • 23:50

The difference between how advisors with bank-owned dealers and their counterparts with independent firms feel about their corporate culture is more pronounced

  • April 28, 2017 January 18, 2018
  • 00:04

Young clients may be too busy having a good time to worry about saving for retirement, but you can plant the seed

  • April 11, 2017 April 11, 2017
  • 10:15