Industry

5 tips for competing as a small, independent dealer

Dozens of small firms have either gone out of business or been swallowed up by acquisitions in recent years.

By Simon Doyle |January 30, 2017

4 min read

Heavy week for North American earnings, says analyst

Along with domestic GDP for November and the upcoming Fed meeting, watch for a slew of earnings releases.

By Staff |January 30, 2017

2 min read

CSA aims to improve proxy voting processes

The Canadian Securities Administrators has published CSA Staff Notice 54-305 Meeting Vote Reconciliation Protocols.

By Staff |January 27, 2017

1 min read

Filing taxes after someone has died

The last thing you'll want is for a client to have to figure out how to handle someone's taxes after they pass away.

By Staff |January 27, 2017

2 min read