Consider organizing a philanthropic activity or an intimate concert to engage with your top clients
A client appreciation event, customized to your client base, can show clients how much you value their business
Toronto-based Dynamic Funds, a division of 1832 Asset Management LP, has expanded its fund lineup with the addition of Dynamic U.S. Sector Focus Class. This fund seeks to achieve long-term appreciation by investing primarily in a focused number of U.S. sectors from the S&P 500 composite index’s GICS sectors through investments in ETFs or in […]
Toronto-based RBC Global Asset Management Inc. (RBCGAM) has launched five new exchange-traded funds (ETFs) designed to provide investors with the opportunity for income, access to international markets and reduced exposure to foreign currency risk. The five funds include RBC Quant Emerging Markets Dividend Leaders ETF and RBC Quant European Dividend Leaders ETF, as well as […]
Toronto-based Purpose Investments Inc. has added new alternative investment funds, Purpose Multi-Strategy Market Neutral Fund and Purpose Enhanced U.S. Equity Fund, in both currency-hedged and non-currency-hedged versions. Purpose Multi-Strategy Market Neutral Fund utilizes a multi-strategy approach to provide positive absolute returns through a group of non-market-correlated assets and seeks to provide positive absolute returns that […]
Toronto-based Horizons ETFs Management (Canada) Inc. has introduced Horizons Active Floating Rate Senior Loan ETF, which seeks to provide investors with a high level of current income by investing primarily in a diversified portfolio of U.S.-based senior secured floating-rate loans, which generally are rated below investment-grade, and debt securities, with capital appreciation as a secondary […]
Pembroke has maintained its focus by "doing a limited number of things well for a limited number of clients"
As some brokerages offer fat recruitment bonuses to senior advisors, TD Wealth PIA and others set out to reward loyalty
RRSP season can bring on a hectic schedule of client meetings, late nights and other obligations. If you aren’t prepared, you could be left feeling overwhelmed and exhausted. And that can be bad for business. “When we get stressed and fatigued, we are more susceptible to being forgetful, moody and irritable,” says Jordan Friedman, stress-management […]
The deal could affect more than 700 mutual fund advisors as well as insurance-licensed advisors