Karbon announced the launch of Karbon for Clients, an end-to-end solution that manages the entire client lifecycle from onboarding and delivery to long-term relationship management.

In a transaction designed to retain continuity for clients and advisors, Investment Planning Counsel Inc. (IPC) has reached ...

At Vitality, we’ve seen the benefits of this play out first hand. By placing health and prevention at the heart of what we do, as well as providing comprehensive cover, the data shows that we can help ...

According to Thidatip, one of the most visible changes in the industry is the evolving mindset of Asia's younger affluent ...

Investment Planning Counsel Inc. (IPC), a wholly-owned subsidiary of Canada Life, today announced that it has entered into a definitive agreement to acquire ...

A study conducted in the spring revealed a striking statistic—83 per cent of Canadians have concerns about what will happen ...

Discover the real challenges new advisors face in their first year, from client acquisition struggles and tight margins to ...

Frangipani Communications is a boutique public relations agency offering PR and digital communication services to clients ...

Arthur J. Gallagher's dual growth strategy, strong acquisition integration, and focus on AI adoption position it as a top ...

Financial advisers are increasingly seeing some clients struggling to afford their fees, new research suggests.