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Sterling Mutuals News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Dealer performance slips in 2023 | Investment Executive

Advisors identify struggles such as back-office glitches and gaps in business support

United kingdomMaria jose floresRichard mcintyreSam febbraroRobert francesManulife securities incPortfolio strategies corpInvestment planning counsel incCarte wealth management incCanada life assurance coSterling mutuals incInvestia financial services incFinancial incPeak financial groupCounsel portfolio servicesReport card

Dealers need to improve communication | Investment Executive

Most of the firms assessed in the 2023 Report Card faced criticism for how they managed advisor feedback

United kingdomRichard mcintyreSean etheringtonJoady guyotManulife securities incCarte wealth management incInvestia financial services incSterling mutuals incManulife securitiesBritish columbiaWealth managementCarte wealthInvestia financial servicesSterling mutuals

Advisors asking for more education opportunities | Investment Executive

The pandemic put many in-person learning programs on hold. Now is the time for firms to bolster their commitment to ongoing training

United kingdomMaria jose floresRichard mcintyreJason bobeePortfolio strategies corpDesjardins financial security investments incSterling mutuals incDesjardins financial security independent networkBig universityCarte wealth management incManulife securities incReport cardBritish columbiaManulife securitiesPortfolio strategiesSterling mutuals

How can an independent shop provide the best service to clients?

Rocky Ieraci, vice-president, marketing and business development, at Sterling Mutuals Inc., examines the value proposition for advisors of operating in an independent yet large environment.

Sterling mutualsSterling mutual

Essex Has A New New Director Of Legal And Legislative Services/Clerk

Joseph Malandruccolo is the new Director, Legal & Legislative Services/Clerk for the Town of Essex. Malandruccolo is a member of the Essex Law

Joseph malandruccoloMctague law firmClair collegeTeam lead for green shield canadaLaw society of ontarioServices for the townEssex law associationLegal legislative services clerkCiociaro club of windsorWindsor essex children aid societyLaw societyChartered professional accountantsSterling mutualsBusiness analystTeam leadGreen shield canada

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