Planning and Advice

What fortysomethings expect from their advisors

Fortysomethings share their challenges

May 6, 2016

5 min read

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

Spartan launches Canadian hedge fund

Spartan Fund Management has opened the MMCAP Canadian Fund

By Staff |May 4, 2016

1 min read