Jean-Philippe Lemay explains why the firm added close to 80 years of industry experience with three key additions
Advisors may soon find themselves encouraging their firms to settle client claims brought to the OBSI.
The latest in a series of shark attacks has many questioning the sanity of heading to the beach this summer – none more so then one broker from North Carolina.
It appears more advisors are turning to segregated funds in a move to increase commissions once CRM2 regulations take effect.
The latest U.S. job data wasn’t quite what experts were expecting prompting a small decline in the markets on the last day of trading before the holiday weekend.
They’re the perfect clients on paper -- high-earning dual-income earners – but they’re increasingly a disappointment, say advisors pointing to their lifestyle choices.
With CRM2 soon to be implemented, it seems costs are on the minds of advisors, with HST uppermost.
You may know the purchasing habits of your clients, but do you really “know” them?
Happy Canada Day! Are you at work? Forget what your family and friends say ad: you could be ahead on the road to riches.
Sun Life Investment Management has agreed to purchase Prime Advisors Inc., further expanding the Canadian conglomerate’s institutional investment business in the U.S.
Greek Finance Minister Yanis Varoufakis told media in Athens Tuesday that it will not meet its midnight deadline to repay 1.6 billion euros to the IMF.