Client account statements, back office and technology are the areas that leave advisors wanting most
It’s important to talk to clients about why ETFs may or may not be the right fit
Compliance continues to be problematic
The changes would bring the Canadian CFP practice standards and code of ethics in line with the global CFP principles
California-based investment firm launches eight mutual funds in Canada, six of which are fixed-income funds
Blake Goldring, Chairman and CEO of Toronto-based AGF Management Ltd., has been named the first ever Honorary Colonel of the Army, in recognition of his efforts to foster national support for the Canadian military.Goldring is the founder and chairman of Canada Co., a non-partisan charitable group that brings together business and community leaders from across […]
Some dealers want consolidation of the SROs
Advisors who overlook the woman’s role in household finances could be losing out on many opportunities
The adoption of several new technologies aims to maximize face time between advisors and their clients
The federal government, several of its provincial counterparts and the OSC will take a very close look at the merger