Veteran fund manager to retire effective Dec. 31
Fifteen advisors will be helping 30 clients for a period of five months thanks to a new voluntary program
Fidelity survey finds that only 37% of Canadians who have an advisor have a written retirement income plan
A team of portfolio managers with Calgary-based Franklin Bissett will manage the new fund
The appointments of Jean Lundmark, Ken Pogrin and Sahezad Pardhan round out Manulife Asset Management Private Markets’ senior management team
Knowledge of financial services sector gained in key governmental roles will be a strong asset for the bank, says Scotiabank chairman
New research indicates that this demographic will engage with a company only if the content of digital communication is tailored to them
The back-office provider has signed eight clients since bringing on well-known back-office executive David Burnes to run the firm in 2013
Canadians have to be ready to readjust their retirement plans to compensate for the fewer number of employment years that would have contributed to retirement income
Finding a compromise between greater use of technology and more personalized services can make a difference for younger HNW investors