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The pandemic could affect when and how clients divorce

Lawyers explain the factors around choosing valuation dates for assets

  • June 30, 2020 June 30, 2020
  • 13:25

What to expect as the Russell 3000 rebalances

Record trading volumes are expected as "reconstitution" concludes

  • June 23, 2020 June 23, 2020
  • 08:54

Managing client behaviours, mental health

Experts at IFB's virtual summit provide insights on financial stress and anxiety

  • June 18, 2020 June 18, 2020
  • 16:00

Prepare for the unexpected with a continuity plan

Less than one-third of advisors have continuity plans, according to research from FP Transitions

  • June 18, 2020 June 18, 2020
  • 11:37

Optimistic markets belie economic data: CIBC report

GDP to fall 6.2% this year, predicts the bank

  • June 16, 2020 June 16, 2020
  • 13:05

How relief efforts, new mortgage rules will affect households

The data show that household finances are hanging tough for the time being

  • June 12, 2020 June 12, 2020
  • 13:52

Protecting yourself from claims when clients are stressed

Dissatisfied investors may confront advisors due to poor performance

  • June 10, 2020 June 10, 2020
  • 09:34

Firm offers tips on boosting revenue

Annual PriceMetrix report provides insights for advisors

  • June 9, 2020 June 9, 2020
  • 14:29

How the sports business is adapting to pandemic conditions

Sponsorship may evolve depending on how consumer behaviour changes

  • June 8, 2020 June 8, 2020
  • 16:37

Are investors too optimistic about equities?

The S&P 500 is up more than 13% in the last year despite ongoing economic uncertainty

  • June 8, 2020 June 8, 2020
  • 13:16