James Moon wants to show other advisors how to avoid making the mistakes that have cost him dearly
Good stocks available at bargain-basement prices
The federal government and three provinces sign an agreement to back a restructuring deal
Regulators are mired in several on-going investment fraud cases
Société General agrees to settle class action suit by paying $611 million
Bank encourages contributions by Dec. 31
PH&N files amended, simplified prospectus
Correction: The printed version of this story incorrectly stated that Fidelity plans to wind down its defined benefit pension record keeping business. Fidelity is winding down its defined contribution record keeping business.Mutual fund companies may be handing out pink slips, but if you’re an advisor scanning the want ads, there are jobs available.The grim headlines […]
TTI Transculture Training International Consulting in Toronto offers these tips for dealing with clients of other cultures:> Hand gestures have different meanings in different cultures. The thumbs-up is offensive in Islamic countries. The OK gesture means “zero” or “worthless” in France and “money” in Japan; in Germany, Russia and Brazil, it is considered an indecent […]
Understanding some of your clients’ traditions and customs can prevent inadvertent social miscues