Family Office & Wealth Management Online Course: Best Strategies for Setting up a Family Office, Preserving Family Wealth and Managing a Modern Family Office (December 5-6, 2024)
November 25, 2024 04:02 ET
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Research and Markets
Dublin, Nov. 25, 2024 (GLOBE NEWSWIRE) -- The "Family Office & Wealth Management Course" training has been added to ResearchAndMarkets.com's offering. This practical family office training...
MISE À JOUR -- Selon un sondage de FAIR Canada, les investisseurs demandent de clarifier les titres d’emploi dans les services financiers
November 30, 2023 12:59 ET
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FAIR Canada
TORONTO, 30 nov. 2023 (GLOBE NEWSWIRE) -- Un sondage publié aujourd’hui par FAIR Canada met l’accent sur la demande des investisseurs en matière d’exactitude des titres d’emploi au sein du secteur...
UPDATE -- Investors Call for Clarity in Financial Services Job Titles, According to FAIR Canada Survey
November 30, 2023 12:59 ET
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FAIR Canada
TORONTO, Nov. 30, 2023 (GLOBE NEWSWIRE) -- A survey released today by FAIR Canada emphasizes investors’ demand for accuracy in job titles within the financial services industry. The Job Title...
Selon un sondage de FAIR Canada, les investisseurs demandent de clarifier les titres d’emploi dans les services financiers
November 30, 2023 09:30 ET
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FAIR Canada
TORONTO, 30 nov. 2023 (GLOBE NEWSWIRE) -- Un sondage publié aujourd’hui par FAIR Canada met l’accent sur la demande des investisseurs en matière d’exactitude des titres d’emploi au sein du secteur...
Investors Call for Clarity in Financial Services Job Titles, According to FAIR Canada Survey
November 30, 2023 09:30 ET
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FAIR Canada
TORONTO, Nov. 30, 2023 (GLOBE NEWSWIRE) -- A survey released today by FAIR Canada emphasizes investors’ demand for accuracy in job titles within the financial services industry. The Job Title...
Facet Unveils Financial Wellness Score, the New Nationwide Barometer for Personal Financial Health
November 01, 2023 09:00 ET
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Facet
BALTIMORE, Nov. 01, 2023 (GLOBE NEWSWIRE) -- Facet, the consumer subscription fintech company that is building the future of financial planning, today announced the launch of the Financial Wellness...
M&A Gusto Continues: FP Transitions Rallies to Meet Demand
July 26, 2023 09:11 ET
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FP Transitions
Lake Oswego, OR, July 26, 2023 (GLOBE NEWSWIRE) -- National wealth management consulting firm, FP Transitions, reports a continuous surge in independent financial advisor mergers, sales and...
Advocis Commends the Government of New Brunswick for Protecting Consumers by Passing Title Protection Legislation
June 20, 2023 08:30 ET
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Advocis, The Financial Advisors Association of Canada
Toronto, ON, June 20, 2023 (GLOBE NEWSWIRE) -- Advocis congratulates the Government of New Brunswick on passing the Financial Advisors and Financial Planners Title Protection Act. The legislation,...
FAIR Canada salue les règles de déclaration des coûts totaux comme une étape essentielle en avant pour la protection des investisseurs et la transparence
April 21, 2023 11:15 ET
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FAIR Canada
TORONTO, 21 avr. 2023 (GLOBE NEWSWIRE) -- Hier, les Autorités canadiennes en valeurs mobilières et le Conseil canadien des responsables de la réglementation des assurances ont publié de nouvelles...
FAIR Canada Welcomes Total Cost Reporting Rules as an Essential Step Forward for Investor Protection and Transparency
April 21, 2023 11:15 ET
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FAIR Canada
TORONTO, April 21, 2023 (GLOBE NEWSWIRE) -- Yesterday, the Canadian Securities Administrators and the Canadian Council of Insurance Regulators released new total cost reporting rules. FAIR Canada...