But firms recruiting advisors are rolling out the red carpet and offering tremendous support
Advisors still demand freedom to sell what they want, as well as an ethical and stable firm
Aileen Miga understands the importance of aligning goals with values. “When you orient yourself around your most authentic values, you’re more likely to make them a priority in your life,” she says.With this philosophy in mind, Miga asks her clients to choose 20 values from a list of 100. The values — learn, build, adventure, […]
Aileen Miga connects clients’ values and money
Mackenzie proposes changes to Quadrus fundsToronto-based Mackenzie Financial Corp. is asking unitholders of its funds distributed through mutual fund dealer Quadrus Investment Services Ltd. to approve a long list of changes at a series of shareholder meetings. The proposed changes include: expanding the investment objective of Quadrus Canadian Specialty Corporate Class so it invests in […]
Pension funds lead surge as SRI assets top $500 billion in 2006
New owners look to build wealth-management business, not distribution
The process of bringing a biotech product to market is filled with unique terms
Claymore launches two exchange-traded fundsToronto-based Claymore Investments Inc. has launched two new exchange-traded funds that will trade on the Toronto Stock Exchange. They are Claymore International Fundamental Index ETF (TSX: CIE), which tracks the top U.S.-listed companies, and Claymore Japan Fundamental Index ETF C$ Hedged (TSX: CJP), which tracks the top Japanese companies. Claymore says […]