NEI Investments proposes fund mergers
Toronto-based NEI Investments LP has proposed the merger of two of its mutual funds. The investment firm plans to merge NEI Northwest Enhanced Yield Equity…
Toronto-based NEI Investments LP has proposed the merger of two of its mutual funds. The investment firm plans to merge NEI Northwest Enhanced Yield Equity…
Toronto-based Vanguard Investments Canada Inc. has launched four actively managed exchange-traded funds (ETFs), representing the company’s first foray into the actively managed ETF business. Vanguard…
BMO Investments Inc. of Toronto has announced several changes – including mergers and fee reductions – to its exchange-traded fund and mutual fund lineups. Regarding…
Toronto-based Mackenzie Financial Corp. has unveiled two mutual funds in partnership with Paris-based TOBAM Core Investments. Both Mackenzie High Diversification Canadian Equity Class Fund and…
Retirees do best when they maintain high exposure to equities, even during market downturns
There are some opportunities to be had, portfolio managers say, although investors must tread carefully
Being kept up to speed in all the topics that matter to advisors and their businesses is a task that firms are performing admirably
Independent insurance advisors have high expectations for their managing general agencies (MGAs) regarding support in positioning a product
Despite the popularity of sales-based travel incentive conferences, many advisors are OK with seeing them go
Advisors favour their firms' in-house marketing specialists, social media support, online resources and customizable material
Being on the road is a trait of insurance advisors, so they need the right technology and help for using it when not in the…
Investments are once again taking a back seat to insurance products, as life insurance and living benefits revenue rises
RBC Life, Hub Financial and PPI Advisory advisors were happier with their firms, but those with Sun Life were less pleased
The insurance channel is going through some changes, and advisors lauded the firms providing the necessities to succeed
How advisors rated their firms
The launch date for the new regulator has been reset to 2018
“If we don’t change, we’re going to become obsolete”
Focus is on small businesses’ pensions
Taking over the daily operations of Peak Financial Group from Robert Frances represents an opportunity for the experienced Doré
The expenses of weddings and child care are top of mind
A checklist can help you decide which factors are the most important when you are considering purchasing a well-established practice. What is key is to…
The steps you take to correct a problem that has made a client irate actually can strengthen your relationship with that client in the long…
The use of substances ranging from herbs and caffeine to the stimulant drugs used to treat attention deficit disorders is on the rise, as the…
Understanding Estate Information Return reporting
Providing support for your clients who are serving as executors can help them through a difficult time, and provide opportunities for you to guide these…
Serving the financial needs of health-care professionals, such as doctors, dentists and pharmacists, takes specialized knowledge and a well-crafted marketing strategy
Bonds with interest rates in negative territory may seem daft, but many smart money managers are loading up on them. Insurance against plummeting stocks is…
Although markets have stabilized, the value of the pound has dropped and likely will fall further. That creates opportunities
An innovative new park in downtown Toronto was made possible by the assistance of private donors
Five federal liberal cabinet mini-sters have inked a new immigration deal with the four Liberal East Coast premiers that will bring in as many as…
It's been 40 years since Montreal's ambitious but troubled Olympic Games. This year, the city's "legacy" projects include tearing down an expressway and sprucing up…
The prime minister is enjoying enormous popularity and little criticism. But risks lie ahead for the Liberals
Editorial
