Those nasty bugs that sneak into your computer are becoming more plentiful, but they can be stopped
Tools designed to help advisors help clients
Tool lets advisors screen more than 3,000 segregated funds
Manulife Bank of Canada has selected FRSGlobal, a global provider of risk and regulatory compliance solutions, to automate its regulatory reporting process, FRSGlobal announced on Tuesday.FRSGlobal is working with Manulife Bank’s central project management advisory and IT finance divisions to implement the reporting platform. It expects to complete the project this month, in time for […]
Show clients information about their finances using cool tools; just don’t get too carried away with the bells and whistles
Integrated platform will allow advisors to view TFSAs alongside othe registered and non-registered assets
PlanPlus Web Advisor rolled out to credit unions
The Standard Life Assurance Co. of Canada has licensed Morningstar Hypothetical Illustrator for use by its team of wholesalers. The software is a part of a set of tools that integrate Morningstar technology and data for specific task-oriented applications. The Standard Life edition has been configured to include Standard Life’s marketing collateral as well as […]
Industry veteran Bristow to lead financial software firm’s expansion into Canada
PowerPoint is useful, but the audience is there to see you, not slides