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Manulife suggests focusing on goals, not returns

Manulife PlanRight advisors, commission free Certified Financial Planners (CFP) and CFP candidates who assist the compan

INVESTMENT | June 09 2020 01:30PM
Raymond James appoints new national director of wealth management

Raymond James Ltd., the Canadian division of North American investment dealer Raymond James Financial, Inc., announced J

INVESTMENT | June 02 2020 12:28PM
iA Financial closes sale of iA Investment Counsel

iA Financial Corporation, the holding company of iA Financial Group, has concluded the sale of iA Investment Counsel Inc

INVESTMENT | June 02 2020 11:28AM
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
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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