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

Morgan Stanley, a global financial services firm, announced on May 20 its plan to launch Morgan Stanley Wealth Managemen…

Do advisors need a CRM solution to manage their clientele efficiently? The Insurance Portal consulted a number of expert…

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

CI Financial and a group of Assante advisors will offer free financial advice to Canadians experiencing financial hardsh…

FP Canada and the Institut québécois de planification financière have released their 2020 assumption guidelines for fina…

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