The ability to understand app features has the largest impact on overall satisfaction among app users
Investors will benefit from lower fees
Five steps to encourage the conversation
If reporting included liability, clients wouldn’t care what the S&P 500 was doing last year or last quarter
The software provider’s partnership with Canada Gives will help advisors provide a new planning approach for major donors
A longer-term investment focus requires looking at sustainability
Monica Ningen succeeds Veronica Scotti
Fellow of FPSC distinction recognizes individuals who have made a significant contribution to the financial planning profession in Canada
With a new subadvisor, IA Clarington Global Multi-Asset Fund introduces an actively managed, global multi-asset strategy
Partly because of their age, advisors haven’t been operating their businesses with a digital mindset