Beatrice Paez

Products

Excel India funds to merge

April 7, 2017 Beatrice Paez
Industry

Millennials will force advisors to reshape their business

April 7, 2017 Beatrice Paez
Helping millennials start saving
Industry

Investors want a blend of digital and traditional financial advice

April 7, 2017 Beatrice Paez
Is your communication program up to snuff?
Products

BMO AM introduces four new ETFs

April 7, 2017 Beatrice Paez
Horizons ETFs to absorb AlphaPro
Industry

Greater collaboration between fintech and established players expected

April 6, 2017 Beatrice Paez
Canadians slow to adopt fintech
Markets

Global IPOs experience a robust Q1

April 5, 2017 Beatrice Paez
Regulators’ proposals would improve access to foreign markets
Regulation

IIROC fines advisor $70,000 for unsuitable investment recommendations

April 4, 2017 Beatrice Paez
Products

First Asset to terminate advisor class units

April 4, 2017 Beatrice Paez
Horizons ETFs to absorb AlphaPro
Industry

AdvisorStream expands services with LinkedIn integration

April 3, 2017 Beatrice Paez
Products

Horizons ETFs reduces fees on two ETFs

April 3, 2017 Beatrice Paez
Industry

Global financial services sector faces difficult road ahead: report

April 3, 2017 Beatrice Paez
Businessman looks into the future
Products

Desjardins launches first ETFs

April 3, 2017 Beatrice Paez