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Scotia snags $500M National Bank advisor
Scotia Private Client Group’s international wealth management unit has snagged Greg Steers, a financial advisor from National Bank Financial ... including Nicolas Del Sorbo in Toronto and Steven Goldberg in Montreal, both formerly of HSBC’s retail.

The City: Week of September 8
Beachwood Chamber Lunch with a Lawyer on “The Big Green Elephant: Cannabis in the Workplace” featuring David Croft and Steven Dlott of Meyers ... Weatherhead School of Management and HW Financial Advisors. For sponsorship opportunities, contact.

8 Things You Must Know About the New Broker Rule - Kiplinger Personal Finance
By contrast, registered investment advisers , another class of financial professionals, are always required to put clients' interests first, even though these advisers provide exactly the same services as brokers (whether someone is a broker or an.

Financial Advisors v. Insurance Agents: Does One Want to Scam You?
Blurred lines: financial advisors v. insurance agents ... d urge you to seek out fee-only advisors and fee-only insurance agents. Both exist, although they are a very small percentage of the financial profession," said Steven Podnos, a certified financial.

Wait-and-See Approach May Be Best For Emerging Markets Now - Kiplinger Personal Finance
It's an interesting time to be in the market, with so many options available and yet so much uncertainty. That's why it's important to talk to your adviser and to be sure you're on the same page regarding what is a good fit for you and your financial.

Avoid local Social Security offices and file for benefits online - InvestmentNews (blog)
My email inbox continues to fill up with complaints from financial advisers and individuals about false information they have received at their local Social Security offices when they attempted to file and suspend their benefits before the April 29.

A Trump Repeal of the DOL Fiduciary Rule? Not So Fast - ThinkAdvisor
According to a panel of financial professionals discussing the DOL rule at Tuesday evening's Nasdaq Advisor Symposium, a Trump administration may delay the rule from taking effect on April 10, 2017, and/or tweak some components but it is unlikely to.

New York State Insurers Face New Cybersecurity Regs
The New York State Department of Financial Services developed the regulations in an ... banking and insurance companies should do a risk assessment and prioritize their assets, said Steven Grossman, the vice president of strategy at Bay Dynamics, a New.

Most Middle-Income Boomers Feel Unprepared for Retirement: Survey - ThinkAdvisor
Financial advisors working with such clients should understand that they “have a consumer who is still cautious and likely to value a guarantee more than the promise of higher returns,” said Scott Goldberg , president of Bankers Life. “If you're going.

5 Steps to Take Right Now for a Financially Strong 2017 - Kiplinger Personal Finance
Annuities are one option to keep yourself covered in the event of a health crisis while keeping your money accessible. And if you ... Many times, people will have an attorney, an insurance representative and a financial adviser , but they aren't working.

FAI: An investment advisor featured in 'The Big Short' has lost his SEC appeal
FA Insights is a regular newsletter from Business Insider ... for financial advisors. Financial advisors think the Department of Labor is making a mistake in allowing exemptions that let insurance agents continue to sell fixed-index annuities.

When is a 'Fiduciary' Truly Acting as a Fiduciary? - Kiplinger Personal Finance
Much has been written about the new Department of Labor rule requiring most financial advisers be held to a “fiduciary” standard. Until the rule went into effect, a majority of financial advisers were legally held to a watered-down requirement.