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Industry

Dundee Capital Markets renamed as Eight Capital

February 13, 2017 Tessie Sanci
Practice Management

Create a cybersecurity plan

February 13, 2017 Dwarka Lakhan
Financial firms face significant risk from cyberattacks

CPPIB reports $2.4-billion decline in portfolio for quarter

February 10, 2017 David Paddon
Practice Management

Why you should focus on client retention

February 10, 2017 Dwarka Lakhan
Telling stories to win clients

Canaccord Genuity makes changes to its executive team

February 10, 2017 Tessie Sanci

Drop opposition to fiduciary rule, U.S. lawyers say to investment industry

February 9, 2017 James Langton

Investments needed to create a fintech hub in Montreal

February 9, 2017 Tessie Sanci
Fiera makes changes to its management team

Natixis makes key changes to leadership group

February 9, 2017 IE Staff
Client Communications

Avoid these common first-meeting mistakes

February 9, 2017 Beatrice Paez
Avoid these common first-meeting mistakes

Merrill Lynch launches U.S. robo-advisor

February 8, 2017 James Langton
Sales & Marketing

Five ways to turn your practice into a trusted brand

February 8, 2017 Dwarka Lakhan
Special Reports

Denis Berthiaume: 2016 Quebec Financial Personality of the Year

February 8, 2017 IE Staff
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