OSC sets sights on new targets
Establishing “harm” is no easy task
Establishing “harm” is no easy task
Proposals would make alternative investments more accessible
Manulife’s exit leaves a big gap
The average increase in earnings was a strong 21% thanks to Fairfax's and Brookfield's big gains in the quarter
Advisors praised their banks' reputation, strong communication efforts and extensive support services, but work remains to be done in other areas
How advisors rated their banks
Some banks were praised for their ongoing training efforts, while others still have work to do
The banks have put accusations of poor sales practices behind them, as advisors report having larger, more productive books
The support advisors need from their back offices is critical, but banks are failing to deliver in this important category
Banks have specialized support services, products and referral arrangements to help advisors take care of the wealthy
Advisors praised their firms' efforts at achieving strong, two-way communication - although some exceptions remain
Banks deliver on their advertising campaigns, but more can be done in marketing support for advisors
The bad press that the banks received as a result of reports regarding unfair sales practices had little impact among clients
Qualifying for the disability tax credit is key to receiving several valuable government benefits. Here's what you and your clients need to know about this…
Angela Mercier has a resumé that includes several positions in both the automotive industry and the financial services sector. Her practice offers two distinct services:…
Portfolio managers face a narrow mandate, but they can diversify across industries such as precious metals and forest products
Editorial
Trump's tariffs and his personal attack on Justin Trudeau may be part of a strategic retreat from his original threat
