Beatrice Paez

Industry

FPSC accepting nominations for awards

May 10, 2017 Beatrice Paez
Industry

HNW women lack plans for wealth transfer

May 10, 2017 Beatrice Paez
Product

Fidelity introduces two fixed-income funds

May 10, 2017 Beatrice Paez
Products

RBC GAM launches real estate ETF

May 9, 2017 Beatrice Paez
Industry

Robo-advisor space ripe for consolidation: report

May 8, 2017 Beatrice Paez
Rise of robo-advisors in mortgage business could have an impact
Products

Invesco to cut fees and cap expenses on some funds

May 8, 2017 Beatrice Paez
Industry

Caregiving costs for aging Canadians having impact on families

May 8, 2017 Beatrice Paez
Caregiving costs for aging Canadians having impact on families
Industry

CFP holders say other financial professionals should obtain the designation

May 5, 2017 Beatrice Paez
CSA report: divisions remain over “best interest”
Regulation

Former advisor fined for “dual occupations”

May 5, 2017 Beatrice Paez
People

BCSC names new director of corporate finance

May 4, 2017 Beatrice Paez
Industry

Diversity still hard to come by in U.S. asset-management industry

May 4, 2017 Beatrice Paez
Casual Friday: Client event etiquette
Product

Desjardins signs on to UN PRI

May 4, 2017 Beatrice Paez