Home Leah Golob

A tech-savvy advisor to HNW clients says the industry needs to change

  • October 15, 2018 October 12, 2018
  • 00:23

These rules have led to delays, confusion and too much information on clients' statements

  • August 24, 2018 September 6, 2018
  • 00:09

Advisors cited financial help and internal experts as key reasons why they rated their firm's support higher this year

  • July 27, 2018 July 31, 2018
  • 00:13

Canadian financial institutions face a dual challenge of serving customers via digital channels and managing risk and compliance

  • July 19, 2018 July 19, 2018
  • 16:15

Homeshare insurance will be the first product launched under the duuo brand

  • July 18, 2018 July 18, 2018
  • 15:00

One cause for weaker performance expectations may be the concern surrounding the fate of NAFTA

  • July 18, 2018 July 18, 2018
  • 13:30

New products and lower fees offer investors greater flexibility in how they manage their plans

  • July 17, 2018 July 17, 2018
  • 14:15

Many homeowners are feeling pressured to sell to help finance their retirement

  • July 17, 2018 July 17, 2018
  • 12:00

Automated content recommendations are designed to help advisors engage with clients and prospects more efficiently

  • July 12, 2018 July 12, 2018
  • 17:12

No changes have been made to the investment objectives or strategies of the ETFs

  • July 11, 2018 July 11, 2018
  • 13:25