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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Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.
May 26 -
Jim Gold of Steward Partners thinks impending advisor retirements will continue driving smaller RIAs into M&A deals with big acquirers — even as AI turns many investors into "do-it-yourselfers."
May 26 -
Justin Brownlee started an RIA targeting energy, oil and gas employees. His hyperspecific marketing tactics have helped grow the firm into a thriving niche.
May 22 -
Fidelity Institutional Wealth Management Services faces competitive threats in an era of ETFs and multicustodian advisory practices. But it has big advantages.
May 21 -
A bipartisan proposal to create a 75-year sovereign wealth fund for Social Security is not promising, according to Boston College researchers.
May 21 -
According to a recent survey by Janus Henderson, 79% of clients said they would be upset to learn an advisor used AI without telling them.
May 21










