Planning and Advice

Let clients book their own meetings

Think about how much time you and your staff have spent booking client meetings. And think about how helpful would it be if you could clump all the phone calls you receive from clients into specific time slots of the day, and know in advance what they’re calling about. Well, there are services that will […]

By Kevin Cork |May 6, 2016

3 min read

The firms with the biggest books, the most assets, and the largest rosters

We have all the details

By Staff |May 4, 2016

2 min read

Spartan launches Canadian hedge fund

Spartan Fund Management has opened the MMCAP Canadian Fund

By Staff |May 4, 2016

1 min read

CI to handle penalties for shortchanged clients

What's happening to clients affected by the no-contest settlement between CI Investments and the OSC?

By Jessica Bruno |May 2, 2016

3 min read