The second round of finalists for the Wealth Professional Awards brought to you by Invesco have been revealed – have you made the cut?
Broadridge Financial Solution’s acquisition announcement from last week suggests advisors might be wise to outsource some or all of their marketing-based financial communications.
Simplicity is driving their popularity. Should advisors be worried these funds will make them redundant?
A lack of money isn’t the only thing keeping working Canadians from enjoying their retirement. Good health, or lack thereof, forces many to retire early resulting in a potential financial mess.
One leading economist has said the financial industry needs to start catering to careless investors with poor self-control.
One of Canada’s oldest companies recently created this country’s newest, largest mutual fund manager. But how the heck did Rick Headrick end up in the top spot? By Jeff Sanford
Canada’s largest independent mutual fund company is doing just fine post-BNS partnership.
Some suggest the appointment of Dodig is a surprise—but the focus on wealth management has been clear for some time.
Going solo – sans big firm – can be daunting for any financial planner. But still so many continue to dream. One advisor who overcame that fear now wants to help guide others through it
The investment manager for Sun Life's new asset management company comes with royal middle-east connections.