FAIR Canada salue les règles de déclaration des coûts totaux comme une étape essentielle en avant pour la protection des investisseurs et la transparence
21 avr. 2023 11h15 HE
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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...
Solomon Partners Launches Technology Investment Banking Group With Hiring of Joseph Watson
06 mars 2023 11h00 HE
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Solomon Partners
NEW YORK, March 06, 2023 (GLOBE NEWSWIRE) -- Solomon Partners, a leading financial advisory firm, announces Joseph Watson has joined the firm as a Managing Director in its Technology Group, the...
Apprentice star Karren Brady and world-renowned author Seth Godin to join hundreds of Financial Advisers at Timeline’s flagship Retirement Adviser Conference
22 févr. 2023 11h16 HE
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Timeline
LONDON, Feb. 22, 2023 (GLOBE NEWSWIRE) -- Timeline, the UK’s fastest growing DFM, has announced that two world-class keynote speakers will headline a stellar line-up at its new flagship conference,...
Propelled by recent growth, FP Transitions hits a valuation milestone and invests in its own expertise.
21 févr. 2023 14h06 HE
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FP Transitions
Lake Oswego, OR, Feb. 21, 2023 (GLOBE NEWSWIRE) -- Executing on its decades-long commitment to building sustainable wealth management enterprises, independent advisory consultant and data house, FP...
TruChoice Launches New Online Calculators
16 févr. 2023 13h01 HE
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TruChoice Financial Group, LLC
MINNEAPOLIS, Feb. 16, 2023 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC (TruChoice), one of the largest distributors of insurance products in the financial services industry, is augmenting its...
FAIR Canada lance un guide en langage clair sur le traitement des plaintes des consommateurs
13 févr. 2023 10h35 HE
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FAIR Canada
TORONTO, 13 févr. 2023 (GLOBE NEWSWIRE) -- FAIR Canada dévoile aujourd'hui un nouveau guide exhaustif qui explique comment déposer une plainte auprès d’une banque, d’un courtier en valeurs...
FAIR Canada Launches Plain-Language Consumer Complaint Guide
13 févr. 2023 10h35 HE
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FAIR Canada
TORONTO, Feb. 13, 2023 (GLOBE NEWSWIRE) -- Today, FAIR Canada published a new comprehensive guide on how to bring a complaint against a bank, investment dealer or a mutual fund dealer. Written in...
TradePMR to Collaborate with FP Transitions to Help Solve for Succession and Growth Planning Among RIAs
07 févr. 2023 11h59 HE
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FP Transitions
Lake Oswego, OR, Feb. 07, 2023 (GLOBE NEWSWIRE) -- Today, TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), announced a collaboration with the...
TruChoice Opens 2023 With Annual Climb Conference
24 janv. 2023 10h30 HE
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TruChoice Financial Group, LLC
MINNEAPOLIS, Jan. 24, 2023 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC, one of the largest distributors of insurance products in the financial services industry, held its fourth annual Climb...
FAIR Canada Research Shows an Uneasy Investor-Advisor Relationship
24 janv. 2023 10h05 HE
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FAIR Canada
TORONTO, Jan. 24, 2023 (GLOBE NEWSWIRE) -- FAIR Canada released the results of its first investor survey today, designed to better understand the perspectives and concerns of Canadian retail...