Finance News
Franklin Tsung Shares How to Enhance Client Engagement Through Salesforce
Franklin Tsung, CEO at Future Advice, on maximizing Salesforce for financial advisors.
By NB
Dec 9, 2023
Final SEC Rules on AI, ESG Scheduled for April
A final rule meant to “standardize” climate-related disclosures for issuers could also come in the spring, according to the White House Office of Management and Budget.
By NB
Dec 9, 2023
Summit Financial Buys Stake in The Savvy Investor’s East Coast RIA
Under its minority investment model, Summit will provide cash, equity and exclusive privileges to Prostatis Financial Advisors Group.
By NB
Dec 9, 2023
Wealthsimple Aims to Quadruple Assets to $74B in Five Years
Toronto-based Wealthsimple has grown rapidly, with assets rising about 10-fold to C$25 billion since 2018, thanks in part to slick advertising and some Hollywood star power — celebrities Drake, Michael J. Fox and Ryan Reynolds are among its minority inves
By NB
Dec 9, 2023