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ESMA takes aim at best execution | Investment Executive
Investment Executive· 1 hour agoThe rules, which allow firms to distinguish between retail and institutional clients, require that —...
Contaminated illicit recreational drugs raise alarm in Kingston
Kingston Whig-Standard· 59 minutes agoThe Kingston region’s public health agency is warning local residents that an unregulated drug...
Your retired client is downsizing to one advisor. Here’s how to make sure they stick with you
The Globe and Mail· 13 hours agoFor more from Globe Advisor, visit our homepage. It’s a common story: as a client enters their...
Why advisors must avoid taking on these forbidden roles for clients
The Globe and Mail· 9 hours agoOne case highlighted in the Canadian Investment Regulatory Organization’s (CIRO) newly released...
Self-exiled Chinese billionaire Guo Wengui convicted of defrauding followers after fleeing to US
The Canadian Press via Yahoo Canada News· 12 minutes agoNEW YORK (AP) — Guo Wengui, a self-exiled Chinese business tycoon whose criticism of the Communist...
Can the feds avoid repeating the bare trust debacle? | Investment Executive
Investment Executive· 2 hours ago“Finance needs to amend the legislation to better align the rules with the policy intent and ensure...
Were Prince Harry and Meghan Markle the buyers of 'Owning Manhattan's $21 million space? We asked...
Decider· 6 hours agoOwning Manhattan star Jessica Taylor helped facilitate one of the show’s most stunning deals. Taylor...
What are the Important Benefits of a "No Win, No Fee" Agreement for Clients
TechBullion· 8 hours agoA “No win, no fee” agreement, moreover called a contingency rate affiliation, is a popular...
Wealth managers grapple with long client onboarding times, study shows
IBS Intelligence· 13 hours agoWealth management professionals experience substantial delays inthe client onboarding process, which...
...Honored as a Finalist for ‘Multi-Family Office Team of the Year’ for the Second Consecutive Year...
Digital Journal· 8 hours agoThis recognition is a testament to Whittier Trust's commitment to prioritizing clients' needs, goals, and...