Last week, Advisor.ca live-tweeted the 15th annual STEP conference.
Last week, Advisor.ca live-tweeted the 15th annual STEP conference.
Over two days, the featured sessions offered helpful tips for advisors dealing with tax and estate planning issues. So if you missed our coverage, check out the stories below:
The proportion of women CEOs in the CSA's sample remains 5%, as in the past three annual reports
BMO tops equity league tables, RBC leads debt rankings
Industry watchdogs can't "sit in an ivory tower" as they push for industry change, said Stan Magidson
Clients satisfied with advisors, despite fewer fee and suitability discussions
Help clients get the maximum benefit from these accounts
Laurentian Bank has announced further executive shifts following its leadership change earlier this month
Ontario court allows U.S. shareholders to pursue both cases
Report finds the technology is being used to segment clients and generate insights