Focus on professional services for your clients, not just referrals
It’s the little things that can drive people crazy, and even cost you business
Four ways to demonstrate your value to clients
These programs can turn your smartphone into a powerful business tool
Just 15 minutes can increase your profile with clients, prospects and COIs
Megan Greene is the new managing director and chief economist for Toronto-based Manulife Asset Management, the global asset- management arm of Manulife Financial Corp. Her responsibilities include forecasting global macroeconomic and financial trends and analyzing potential opportunities to support the firm’s investment teams around the world. Greene will be based in Manulife Asset Management’s Boston […]
Toronto-based TMX Group Ltd. has selected Lou Eccleston as its new CEO. Eccleston is set to assume the role on Nov. 3. and will also become a member of the TMX Group’s board of directors. Eccleston succeeds Tom Kloet, who retired on Oct. 31. Eccleston has held senior leadership roles in various sectors, including information […]
Institutional money manager Neuberger Berman Group LLC, based in New York, has announced that Sarah Butcher will fill the newly created position of vice president responsible for investment consultant relationships and institutional investors. Butcher is based in Neuberger Berman’s Toronto office and reports to Clay Khan, senior vice president, who is responsible for institutional client […]
Abigail Johnson has been named CEO of Boston-based FMR LLC, more commonly known as Fidelity Investments. She is the third CEO for the company, which was founded by her grandfather in 1946. She takes over from her father, Edward Johnson, who has been CEO since 1977. The elder Johnson will remain chairman of the company’s […]
Set up an organized process that is easy to maintain