Planning and Advice

Advisor confidential: Nancy Bertrand

Title: Director, Citi Private Bank

By Kanupriya Vashisht |October 1, 2013

2 min read

Most investors support embedded fee model

Few would stay with advisors if direct-payment model raised fees.

By Staff |September 30, 2013

1 min read

Canada needs dementia strategy now

Parliamentarian Claude Gravelle says Canada needs a national strategy and he’s pushing for one.

By Staff |September 30, 2013

2 min read

Understanding DB pension plan contributions

Pension sponsors could be contributing improperly to their plans.

September 30, 2013

1 min read