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CFA adds private wealth specialization to Level III

The change is one of five updates to the CFA program aimed at making the charter more practical

By: Melissa Shin
March 20, 2023 March 20, 2023
14:11

Two senior ladies hiking in the woods

Canadians increasingly concerned about funding retirement: Survey

Professional advice, financial plan provide significant confidence boost

By: Maddie Johnson
March 2, 2023 March 1, 2023
08:02

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National Bank sells in-house financial planning tool to IT vendor

AdviceSuite to be incorporated into CGI Wealth360

By: Greg Meckbach
February 3, 2023 February 3, 2023
16:37