Adding tax-planning to your menu of services can help you retain clients and gain new ones
The firm is launching new portfolios and making other changes to provide better value to investors
The total market capitalization of ETFs listed on Canada’s senior exchange is now approximately $130 billion
Income inequality helped push Canada down to the 11th spot in Natixis' annual ranking of developed nations
The firm is changing the risk ratings of some mutual funds, the names of others and management fee disclosure as of July 27
The fund will no longer receive additional investments, including purchases via regular investment savings plans
This generation is concerned with debt repayment as opposed to saving for retirement, even though they have concerns about affording retirement
Paul Stapleton takes over as chief technology officer and Tisha Lawton as vice president of product solutions
Applications for term life insurance up to $1 million without blood, urine and other biometric data is now available for those up to age 45
The firm has also hired Bernd Henseler to fill the role of head of the Americas