News and resources for Canada's top financial advisors
Est. 1998
Industry
BNY Mellon and CIBC Mellon, its joint venture with CIBC, are merging their securities lending desks today.
By Staff |October 22, 2013
1 min read
Estate Planning
Creating a marriage contract helps couples protect assets.
By Suzanne Sharma |October 21, 2013
2 min read
Businesses in the Americas say maintaining adequate cash flow this year is one of their biggest challenges, the September 2013 Atradius Payment Practices Barometer finds.
By Staff |September 25, 2013
Hiring an executor is tricky. Select the wrong person, and you could be leaving behind a legacy of financial hassles.
By James Dolan |September 5, 2013
4 min read
Products
The University of Reading has acquired the original manuscript for Samuel Beckett’s first novel, Murphey, from an auction at Sotheby’s for £962,500.
By Staff |July 11, 2013
Market Insights
After four years of stalled growth, money managers’ assets under management (AUM) worldwide rose to a high of US$62.4 trillion in 2012— topping the 2007 record of $57.2 trillion.
By Staff |July 10, 2013
The roles and responsibilities of trustees.
By Elaine Blades |June 14, 2013
7 min read
Valuing difficult assets during estate planning is extremely complex.
By Staff |June 12, 2013
3 min read
By Suzanne Sharma |June 12, 2013
6 min read
Legacy: everybody has a different idea of what it looks like. But excessive taxes, legal hassles or family conflict shouldn’t be part of it.
By James Dolan |May 30, 2013
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