Client engagement

Clients say their advisors fail on goals-based investing Fallback Image Decorative pattern

Industry

Clients say their advisors fail on goals-based investing

But some experts are questioning whether this latest client survey is scientifically sound.

August 22, 2016

4 min read

The financial pros competing for Canada in Rio Fallback Image Decorative pattern

Industry

The financial pros competing for Canada in Rio

These accountants, advisors and aspiring traders are moving away from the desk and toward the podium.

By Jessica Bruno |August 5, 2016

2 min read

75-year-old retiree returns to work as intern Fallback Image Decorative pattern

Industry

75-year-old retiree returns to work as intern

Sun Life’s first senior intern, 75-year-old George Graham, is back after retiring from the company in 2003.

By Sara Tatelman, Benefits Canada |August 3, 2016

1 min read

Five ways to navigate blended-family finances Fallback Image Decorative pattern

Estate Planning

Five ways to navigate blended-family finances

Most of us know a few families that resemble The Brady Bunch more than the “traditional” family

By Tony Maiorino |August 3, 2016

5 min read