Industry

Desjardins to increase responsiveness to clients’ greater use of technology

September 22, 2015 Tessie Sanci
Client Communications

Building rapport: Start the conversation

September 22, 2015 Leah Golob

First case of Bitcoin fraud results in guilty plea in the U.S.

September 22, 2015 James Langton

U.S. advisor to be sentenced for accessing client information illegally

September 22, 2015 James Langton

Canadian discount brokerage clients interested in robo-advisors’ services

September 21, 2015 Fiona Collie

Foresters companies to rebrand under Foresters Financial name

September 21, 2015 Tessie Sanci

CCMA launches committee to deal with T+2 settlement

September 21, 2015 James Langton

IFIC and IIAC call for regulation of financial planners

September 21, 2015 James Langton

IIAC calls on Ontario to exclude financial professionals from labour laws

September 21, 2015 James Langton
Client Communications

Five tips for building rapport with your clients

September 21, 2015 Leah Golob
Practice Management

How the “superiority illusion” can cost you clients

September 21, 2015 Dan Richards
How the “superiority illusion” can cost you clients

Industrial Alliance acquires FIN-XO Securities

September 18, 2015 Tessie Sanci