Industry News

Planswell offers platform to advisors

Industry

Planswell offers platform to advisors

The fintech has been offering clients free financial plans for two years

By Staff |April 23, 2020

1 min read

Decorative pattern

Industry

Onboarding a new client virtually

Here's what you need to know about staying within the rules

By Michelle Schriver |April 23, 2020

2 min read

Fiera Capital’s assets under management drop nearly 7% in Q1

Industry

Fiera Capital’s assets under management drop nearly 7% in Q1

Year over year, AUM was up more than 9%

By Staff |April 23, 2020

1 min read

Mutual funds, ETFs lose assets in March

Industry

Mutual funds, ETFs lose assets in March

Despite the monthly drop, ETFs recorded net sales of $3 billion

By Staff |April 22, 2020

1 min read