Straus Corporate Communications of New York, an investor relations firm, and Caithness, a corporate marketing organization based in Toronto, announced they have formed an alliance to provide corporate communications services to companies in both the U.S. and Canada. For U.S. companies, the alliance will provide a Canadian resource for communications materials production at savings of up to 40 percent from U.S. prices. In turn, the alliance will provide Canadian companies with services designed to build an investment presence in the U.S.
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The U.S. House bill aimed at protecting investors 65 or older or those who have a mental or physical impairment from fraud, has bipartisan support.
June 26 -
Subscribers can stay up to date on key industry issues while earning one hour of continuing education credit toward maintaining professional certification.
June 26 -
Financial therapy helps people analyze thoughts, feelings and limiting beliefs surrounding money. Therapists shared what they want advisors to know about approaching client relationships.
June 26 -
Although low-cost ETFs remain the most common component of model portfolios built by BlackRock and other third parties, private credit, equity and other alternatives are gaining ground.
June 26 -
Whether advisors choose individual stocks or not, the SEC's proposal to allow semiannual reporting rather than quarterly could impact clients' portfolios.
June 26 -
The deal between Edward Jones and Quicken is expected to appeal to next-generation clients as they begin accumulating wealth.
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