Plus, appointments at Sun Life, Connor, Clark & Lunn, Sapling Financial and more
Fintechs lead DIY investor satisfaction but don't count human advisors out: survey
Wealthsimple ranked the highest in overall satisfaction among DIY investors, followed by Questrade
Sun Life Capital Management consolidates private asset managers
Executive chair Steve Peacher says SLC Management is considering a rebrand
News and resources for top financial advisors