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Morgan Stanley to launch full-service wealth management in Canada

Morgan Stanley, a global financial services firm based in New York, announced on May 20 its plan to launch Morgan Stanle

LIFE INSURANCE | May 21 2020 01:30PM
Customer relationship management: financial advisors in the digital age

Many financial advisers still conduct their business without using a customer management system, commonly called CRM (Cu

LIFE INSURANCE | May 14 2020 02:11PM
COVID-19: MDRT announces action plan to help members

The Million-Dollar Roundtable (MDRT) has announced an action plan to help members remain in the prestigious organization

ENTREPRENEURSHIP | May 08 2020 09:00AM
CI, Assante to offer free financial advice to families in hardship

CI Financial Corp. and a group of Assante Wealth Management advisors will offer free financial advice to Canadians exper

INVESTMENT | May 04 2020 01:33PM
FP Canada, IQPF release 2020 projection guidelines

Advisors interested in making long-term financial projections of 10 years or more for their clients have the most recent

LIFE INSURANCE | May 01 2020 01:00PM
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Put crisis into perspective for anxious clients

Financial advisors going through their list of client phone calls during the COVID-19 pandemic must put the current cris

LIFE INSURANCE | April 30 2020 10:26AM
Market should rebound faster than the economy

Financial markets may bounce back faster than the economy. Signs of a V-shaped upswing abound, although investors are fa

LIFE INSURANCE | April 28 2020 09:30AM