Adding advisors
Edward Jones’ goal is to have an advisor in every community
Edward Jones’ goal is to have an advisor in every community
Regulators should be flexible in dealing with fintechs
New report calls on firms to file data on sales practices
Many recent immigrants have preferences for certain goals, such as education and a home. And while they can quickly become major clients, they also vet…
Rowena Chan, the new head of TD Wealth Financial Planning, wants to double assets under administration
A court rules that trustees and executors can be on the hook for losses if the estate's assets aren't managed prudently
The VC industry hopes the federal budget will preserve a program designed to boost investment, yet argues VC firms already up and running struggle to…
Planswell offers clients financial plans based on an online questionnaire. Clients then can sign up for services
In an article about the 2016 performance of mutual fund families in the February issue of Investment Executive (Resources stocks were the story in 2016),…
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As an employer, you know your most important resource is your human capital. You and your employees represent your organization and are responsible for generating…
Different age groups have different preferences regarding the way you contact them. But don't assume all members of one generation share the same preferences. The…
Trevor Van Nest, formerly a financial services marketing executive, has found his niche as a fee-only financial planner. He strives to remove the emotional baggage…
New apps enable your devices to work with business and household tech systems to perform a multitude of otherwise time-wasting functions, from tracking your mileage…
The technological revolution will have a profound effect on the way advisors run their businesses - from compensation models and compliance to products. The way…
Here are five strategies to help you get more from periodic review meetings and leave your clients with a positive feeling about seeing you. They…
In the post-CRM2 era, clients and regulators are demanding transparency from advisors. Your best response is to turn this obligation into an opportunity to show…
BCE's management is committed to raising dividends. This helps make the stock a reasonable alternative to bonds
A big market shock could trigger a rush for cash as happened in the crisis of 2008
Russia has been battling low oil prices and political sanctions, but may be heading into more positive territory
Today, many client portfolios are chaotic - and costly
But portfolio managers say there are many risks, including the performance of China's economy
Toronto-based Vanguard Investments Canada Inc. has launched four ETFs. All four of the ETFs invest primarily in public, investment-grade, fixed-income securities issued in Canada. 1)…
Toronto-based Excel Funds Management Inc. has proposed two mergers of Excel mutual funds. 1) Pending approval of unitholders at a meeting on March 24, Excel…
Hamilton Capital Partners Inc. of Toronto is offering Hamilton Capital Global Financials Yield ETF to investors. This new ETF is designed to offer investors total…
Toronto-based BMO Asset Management Inc. has launched four ETFs. BMO Canadian High Dividend Covered-Call ETF is meant to provide investors with access to high dividend-paying…
Montreal-based Fiera Capital Corp. has launched Fiera Capital International Equity Fund. This fund invests in the securities issued by global established companies, although holdings will…
Residents of Tiny Amherst Island, near Kingston, Ont., have lost a mighty battle. At stake: wind turbines – a flashpoint wherever they rear their pointy…
Local workers are irritated, but Irving's recruiting in Poland for workers to build Canada's new fleet of warships is not unexpected
The number of minor car collisions, and resulting litigation costs, is soaring in B.C., while critics say the public insurer is being used by the…
After a successful meeting with Trump and a warm reception in Europe, Trudeau is riding high in the polls
Editorial
