Excel changes subadvisor; launches fund
Hong Kong-based China Asset Management Co. Ltd. will take on all subadvisor responsibilities for Excel China Fund as of Nov. 27, 2015. Mississauga, Ont.-based Excel…
Hong Kong-based China Asset Management Co. Ltd. will take on all subadvisor responsibilities for Excel China Fund as of Nov. 27, 2015. Mississauga, Ont.-based Excel…
Five new ETFs are available from iShares as part of that fund provider’s FactorSelect suite of ETFs. iShares is the ETF business division of Toronto-based…
Toronto-based Questrade Wealth Management Inc. has launched an actively managed exchange-traded fund (ETF). Questrade Global Total Equity ETF uses a top-down approach to analyze global…
Toronto-based Franklin Templeton Investments Corp. has opened a European mutual fund to Canadian investors. Franklin Mutual European Fund uses a value approach and fundamental research…
Your client's preferences should drive spending plans
Cheaper stocks, faster growth on the upside
Cash levels are high in some funds because of concerns about high stock valuations and China's economic prospects
Low-volatility products tend to lose less than their benchmarks when financial markets take a tumble
Vancouver-based Leede Financial Markets Inc. has announced that it is merging with Toronto-based Jones Gable & Co. Ltd. to create Leede Jones Gable Inc. The…
Boston-based TA Associates Management LP has signed a definitive agreement to purchase Seattle-based Russell Investments’ asset-management business from London Stock Exchange Group PLC. The deal…
Newly formed FS Group Holdings Ltd. has agreed to purchase a controlling interest in Toronto-based Front Street Capital 2004, the two companies announced in early…
TMX Group is just the latest among several established players looking to benefit from investing in financial technology startups
Snowbirds should prepare a statement for their financial services firms clarifying they're not U.S. residents
Specifics of the agreement are under wraps and ratification is a long way off, but the banks and insurers are optimistic
Credit unions argue that, because they cannot own insurance subsidiaries, they shouldn't be subject to same rules as banks
Children can lose out when a parent remarries and fails to protect their offsprings' interests with a will, as a recent decision from the Alberta…
Financial services companies disclose very little about their policies - if any exist - regarding mental health and wellness
This year's Financial Planning Week will focus on educating clients, as well as on promoting comprehensive standards for the practice
New programs in Nova Scotia aim to welcome immigrants ready to build or acquire businesses in the province
The new head of the Canadian Exchange Traded Fund Association brings a wealth of legal, operating and administrative experience to guide the group in the…
The urge to snoop and take advantage of the vulnerable is running afoul of new privacy regimes
Changes to include better compliance and protection for co-op members
A class action with its roots in a 1997 acquisition has been resolved with payouts to policyholders
As interest in Bitcoin picks up, regulators and firms ponder how to deal with this entirely new form of exchange
Advisors say the changes are long overdue
However, U.S. economic growth is a source of optimism
If you're the quiet type, you can become an effective networker by learning a few techniques and making use of your curiosity. You don't have…
Ease your clients' concerns about market turbulence by explaining that it is a normal market phenomenon and that you are looking out for their best…
Even before Albert Ashley became a financial advisor, he was acutely aware of the importance of pensions. And this advisor with Mennonite Savings and Credit…
Having lunch with colleagues or doing some exercise during your midday break can lead to significant benefits
The technology giant has introduced new smartphones, a refreshed Surface Pro 4, a new Surface Book hybrid laptop and an updated version of its ubiquitous…
The quest for insight into the habits and characteristics that make some advisors excel when others fail is global. While there is no magic bullet…
As elderly clients die and leave estates for their children, financial advisors inevitably will lose some assets from their books, retain some assets and gain…
Those words do not have to mark the end of your conversation with prospects. You have an opportunity to nudge them in your direction by…
A renewed focus on firm culture is the most productive future direction
Robot advisors aren't good on canoe trips. But they can spew money facts anywhere
Canadians sometimes forget about their advantages. But the lessons of history can help to keep the country focused on what's right, what's wrong - and…
And then there were four. If there were any lingering doubts that Winnipeg is one of Canada’s hottest sports markets, that is being put to…
Low oil prices, now rising, have led to leaner business models, while setting the stage for consolidation
Home ownership, the demographic shift and a post-oil economy should drive the agenda
Editorial
Integrating digital advice platforms is a major challenge
Consultation in the U.K. is relevant to policy debate in Canada
Reputable bloggers are a good way to learn about investment options
There is a wide range in performance among the most stable stocks on the S&P/TSX 60 index
Recovery could do much for real-return bonds, which pay more as the consumer price index rises
Using options to capture the coming upswing for banks depends on when you think the Fed will begin to raise rates - this year or…
Institutional and wealthy clients focus on medium- and longer-term performance rather than quarterly statements as retail clients do
