Industry

CSA aims to reduce regulatory burden in public markets

Initiatives include enhanced electronic delivery of documents to investors

By Staff |March 27, 2018

1 min read

Why ESG analysis is critical: fund manager

The history behind ESG analysis

By Staff |March 26, 2018

2 min read

Manulife expands coverage for its Vitality program

Manulife has expanded the Manulife Vitality program to all Family Term coverage options. Formerly available only on Term-20 and Term-65 products, Vitality is now available on Term-10 and Term Life as well. Read: Accessing insurance policy value through a policy loan All term clients can take advantage of the program’s savings and rewards, including Manulife […]

By Staff |March 26, 2018

1 min read

Why a client chooses you

Clients tend to choose their advisors based on trust, finds a global CFA survey. For advisors who want to improve that trust, the survey offers suggestions. “Trust has consistently been the greatest determinant in selecting a financial advisor,” says the survey, which has been conducted for five years. In fact, trust beats investment performance by […]

By Staff |March 26, 2018

3 min read