New F-series from BMO
A core suite of funds from Toronto-based BMO Investments Inc. now is available to fee-based advisors with the introduction of a new F6 series. This…
A core suite of funds from Toronto-based BMO Investments Inc. now is available to fee-based advisors with the introduction of a new F6 series. This…
Toronto-based Sprott Asset Management LP has launched four corporate-class funds. Dennis Mitchell, senior vice president and senior portfolio manager at Sprott, will manage the funds…
Toronto-based TD Mutual Funds recently expanded its fee-based lineup with the introduction of TD Management Portfolios F-series. TD Mutual Funds is managed by TD Asset…
Montreal-based National Bank Investments Inc. has lowered its management and administration fees on the A-class and F-class units of Westwood Emerging Markets Fund. As of…
Toronto-based Aston Hill Asset Management Inc. has completed the merger of Aston Hill Global Resource & Infrastructure Fund and Aston Hill Global Resource Fund. Unitholders…
Securities and insurance regulators should get involved
Portfolio manager says 2015 was difficult for domestic equities, and 2016 will be just as tough — or worse
Bernie Geiss bases his approach to financial advice on mindfulness and meditation, and 350 wealthy business and professional families rely upon his insurance-based continuity planning…
You can video conference and share slides with several parties from your laptop, your tablet or even your smartphone, thanks to virtual meeting technology. Here…
The technology platforms that have automated asset allocation also are affecting the way insurance is sold. And the best way to meet this new challenge…
Advisors who did everything right in succession planning - starting early and grooming a successor — can be side-swiped by unpreventable events. The best advice…
Susan and her team were doing all the right things regarding client contact and appreciation, but they were getting an unsatisfactory response. Part of the…
Although the strategy behind client segmentation is unlikely to change, technology undoubtedly will affect the way clients are served. Improving service to those clients in…
As changes in technology affect the ways we organize and communicate with our clients, the objectives of segmentation — efficiency and productivity — remain the…
The best way to help clients who are going through this difficult process is to provide calm, logical advice. You can help your clients organize…
IIROC proposals would allow firms to expand sales forces
Advisor reaction to proposed commission changes was not positive
1976-2015
Canada's Big Six banks continue to churn out profits, but things aren't as rosy for the rest of the financial services sector
Meeting with stakeholders and getting the lay of the land have been Sarah Bradley's priorities since joining OBSI
Firms are looking at a "once in a generation opportunity" to position themselves for sustainable success, McKinsey report finds
Raymond James has launched a new program to find and train advisors who can get up to speed quickly and eventually take over from advisors…
Focus on low fees, transparent management is boosting ETFs
Comparing Canadian stocks' performance to the S&P 500 is key as it better represents the international industrial structure
Manage the short and longer terms with this approach in times of interest rate divergence
Companies that will benefit from both the anticipated strength in the U.S. economy and the low C$ deserve particular attention
Toronto
B.C. voters gave Trudeau a big vote of confidence. Now, he has to deliver on several fronts, from oil to the environment and housing
Oil prices are lagging, and so is prosperity. But massive new investments offshore may mean a North Sea-style boom in the future
The next few years are likely to see the federal Conservatives looking for both a new leader and a new way to win the next…
Editorial
