Also, a selection of the latest fund news
Advisors value freedom to choose planning software, but tools must be well-integrated when provided by dealers
Kevin Gopaul becomes CIO of REX Financial Canada
Some firms change sustainability communications in light of ESG pushback in the U.S.
Preparing applicants to speak to their doctors can make the process easier
CPP, QPP sustainable over 75-year horizon, report says
OSFI piloting quarterly guideline publishing
And Canadian data discovery firm teams up with FusionIQ
The Parliamentary Budget Officer estimates $17.4 billion in tax revenues arising from the increased capital gains inclusion rate
Customized communication encourages clients to stick to the plan