FAIR Canada Welcomes Total Cost Reporting Rules as an Essential Step Forward for Investor Protection and Transparency
April 21, 2023 11:15 ET
|
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...
Solomon Partners Launches Technology Investment Banking Group With Hiring of Joseph Watson
March 06, 2023 11:00 ET
|
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
February 22, 2023 11:16 ET
|
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.
February 21, 2023 14:06 ET
|
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
February 16, 2023 13:01 ET
|
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
February 13, 2023 10:35 ET
|
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
February 13, 2023 10:35 ET
|
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
February 07, 2023 11:59 ET
|
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
January 24, 2023 10:30 ET
|
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
January 24, 2023 10:05 ET
|
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...