Collins Barrow Toronto’s “What’s Your Number” will assist HNW clients in understanding their finances
The award acknowledges Fiera’s performance and ability to grow AUM
Robo-advisor will be able to work more closely with advisors as a result of the transaction
With the acquisition of about $340 million in Birla Sun Life Insurance shares, Sun Life will now own 49% of the firm, up from 26%
GE Capital’s former transportation finance business is now known as BMO Transportation Finance
The firm is welcoming back Adam Donsky, formerly of Dynamic Funds, as CIO of Goodman and Co. Investment Counsel
There are several reasons why the use of bitcoin to fund illegal activities, such as terrorist operations, is not a major factor at this time
Advisors could be doing a better job of connecting with their clients’ children, DIY investors and women clients
Ryan Colwell, an advisor in Georgetown, Ont., thought he was headed for a career in the arts when he took a job at a financial advisory practice out of necessity. Now, he serves a roster of clients and specializes in SRI funds
Advisors need to be aware of clients in the “switch zone”