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Avoid being sued over KYP shortfalls, expert tells IAFP symposium Avoid being sued over KYP shortfalls, expert tells IAFP symposium

Industry

Avoid being sued over KYP shortfalls, expert tells IAFP symposium

Advisors should conduct independent analysis, educate clients, write detailed notes

By Jonathan Got |September 30, 2024

3 min read

ATB Financial to acquire Manitoba firm with $5.8B in AUM ATB Financial to acquire Manitoba firm with $5.8B in AUM

Industry

ATB Financial to acquire Manitoba firm with $5.8B in AUM

BCV Asset Management Inc. to retain Winnipeg headquarters, branding

By Noushin Ziafati |September 27, 2024

1 min read

Digital tools to help build client relationships Digital tools to help build client relationships

Industry

Digital tools to help build client relationships

Get ready to move beyond the PDF

By Jonathan Got |September 27, 2024

2 min read

Product roundup: Asset managers get active with fixed income Product roundup: Asset managers get active with fixed income

Industry

Product roundup: Asset managers get active with fixed income

Also, a selection of the latest fund news

By Noushin Ziafati |September 26, 2024

2 min read

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