Keyword: advisors

53 results found

School exam student's taking educational admission test in class, thinking hard, writing answer in university classroom, education and world literacy day concept (School exam student's taking educational admission test in class, thinking hard, writing

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