Promotions at Invesco
Toronto-based Invesco Canada Ltd. has promoted Eric Lindenbaum and Jack Deino to co-heads of Invesco’s emerging-markets debt business. They also will take over as lead…
Toronto-based Invesco Canada Ltd. has promoted Eric Lindenbaum and Jack Deino to co-heads of Invesco’s emerging-markets debt business. They also will take over as lead…
Toronto-based Manulife Mutual Funds has launched four new mutual funds: Manulife Global Balanced Fund, Manulife U.S. Dollar Floating Rate Income Fund, Manulife Canadian Conservative Balanced…
Toronto-based CI Investments Inc. has introduced Cambridge Global Dividend Fund, which provides investors with the opportunity to achieve a high level of total investment return…
Calgary-based Canoe Financial LP, portfolio manager of EnerVest Diversified Income Trust and Canoe mutual funds, has announced that Robert Taylor, senior vice president and portfolio…
If advisors don't attempt to make forecasts, they're shooting in the dark
Real estate fund portfolio managers report that REIT valuations are attractive
Stocking your book with people you enjoy working with takes time, but it will pay off with greater job satisfaction and, ultimately, greater financial rewards
Get to know your market and your competition. Identify advisors who offer services similar to yours and implement strategies that differentiate you from the pack
You make poor decisions when you're not as mentally sharp as you could be
The authors of Managing Alone have been able to write a book with ample practical advice for dealing with the death of a spouse. It's…
As premiums for whole life rise steadily, it can be challenging to convince clients that the costs of this type of policy often are justified.…
Scribbling on a notepad during meetings can be a chore and a distraction. New technology - such as smartpens and tablet apps - not only…
Advisor Diane Giesbrecht says that clients in law enforcement require a specialized approach to financial advice, one that involves your willingness to answer a lot…
Various tax breaks, as well as careful planning, are the best ways for concerned grandparents to assist a disabled grandchild without disregarding the interests of…
Money laundering compromises the integrity of legitimate financial services institutions. Your role as a financial advisor is to watch for the signs of money laundering…
Although a face-to-face client meeting is a powerful opportunity to strengthen the relationship, one advisor worries that his review meetings have become mechanical, repetitive and…
Your elevator speech could be sending the wrong message. Your answer to the question "What do you do?" should indicate you're a professional, not a…
One writer takes issue with a recent IE editorial, asserting failure to distinguish between industry members another lauds IE's editorials for their candour and sense…
On a recent flight from Moncton to Toronto, I sat next to two men heading to jobs in the oilsands. They were scaffolders. (I didn’t…
Difficulties in getting partners onside plagues the Muskrat Falls hydro project
B.C.'s experiment with a carbon tax proves it's possible to go green without killing growth
Editorial
Financial advisors may want to look at index straddles as a strategy to hedge against volatility in clients’ portfolios in the weeks ahead. That’s because…
Previous such ends have led to secular bull stock markets. This time, a bull market has been in effect since 2009
Deutsche Börse is expected to do better than TMX Group because of a possible surge of interest in European stocks
One of the largest-ever back office-related transactions will boost NBCN's assets and client base significantly
Women with big jobs and big books are still a small group. Whether it's climbing the corporate ladder or trying to juggle families and work,…
Practice-management experts suggest that investors actually feel a great deal of trust in their financial advisors
CALU president Kevin Wark has moved from reacting to rules for taxes and insurance to helping to craft the many coming changes
CLIEDIS's eData project may not get off the ground
Litigation lawyers are divided about the potential effects of a new rule imposing a best interest test on advisors
The CSA and the OSC have been dealing with two hot-button topics. Their positions are expected to be revealed soon
The OSC is canvassing the market for feed- back on Aequitas's basic plan after pointing out some key concerns
The CRA's closer scrutiny is seen to be a call for increased compliance efforts for charities such as family foundations
OBSI should have power to make binding decisions
New competition for low-cost, actively managed mutual funds
Plaintiffs are alleging there were failures to disclose market risks
Once considered pariahs within financial services firms, compliance officers are now viewed as “partners” in doing business, who are “eager to help” and respond “immediately”
Advisors of all stripes say that even though their firms are open to receiving advisors' feedback, their suggestions are seldom put into place - nor…
Firms are performing strongly in their approaches to diversity in the workplace
Firms and their advisors have embraced financial planning, but it appears clients have not. Advisors cite the time and the complexity involved in preparing a…
There's much dissatisfaction regarding firms' back-office departments advisors cite a bevy of concerns
A key theme of the Report Card series, year in and year out, is that firms could do more on pay. This year, most advisors…
Advisors with the nine firms that received the highest ratings are able to build their businesses as they see fit
Across all channels of the financial services industry, advisors report bigger books and client rosters, on average. However, the rates of growth over the past…
Concerns focus on firms' back office, technology and receptiveness to advisor feedback. Nonetheless, firms are delivering in the areas in which advisors place the greatest…
