Templeton makes changes
Toronto-based Franklin Templeton Investments Corp. has approved mergers for six of its corporate-class funds. The changes are in response to federal tax law changes as…
Toronto-based Franklin Templeton Investments Corp. has approved mergers for six of its corporate-class funds. The changes are in response to federal tax law changes as…
Toronto-based Fidelity Investments Canada ULC has launched Fidelity Event Driven Opportunities Fund and Fidelity Conservative Income Private Pool. Fidelity Event Driven Opportunities Fund aims to…
Toronto-based IA Clarington Investments Inc. is amending the investment objectives of eight of its corporate-class funds, subject to regulatory approval. The changes are in response…
Toronto-based Mackenzie Financial Corp. has appointed Todd Mattina as chief economist and strategist for the Mackenzie asset-allocation team. Mattina will support the firm’s asset-allocation solutions…
Studies show most retirees don't make big changes in spending
There may be suitability issues with these securities
Fund portfolio managers are generally positive on the economic fundamentals in North America
As your business grows and the business environment evolves, it will become necessary for you to re-evaluate both your practice and the way you serve…
Financial advisor Daniel Roy, a retirement specialist, uses the knowledge gained from his part-time activities in the Armed Forces and related education to keep an…
All entrepreneurs reach a point in their careers when they question their motives and their future. This stage actually is an opportunity to reaffirm your…
Hackers are becoming increasingly pervasive and sophisticated. Here are some steps you can take to minimize your vulnerability to cyberattacks and to keep your sensitive…
Whether you view "robo-advisors" as a big overreach by technology or a boon to efficiency and value, there are strategies you can use to hold…
About half of the firms in the financial services sector saw their results improve while the other half saw them decline
World Finance, a London-based financial magazine, has named Toronto-based Canadian Imperial Bank of Commerce (CIBC) as the Best Wealth Management Provider in Canada for 2014.…
Quebec City-based Investia Financial Services Inc.’s acquisition of Waterdown, Ont.-based Ten Star Group of Cos. is complete. The deal includes the transfer of financial advisors…
Woodbridge, Ont.-based managing general agency (MGA) Hub Financial Inc. has acquired MGA Partners Inc., an MGA based in Niagara, Ont. MGA Partners operates throughout Ontario,…
The SRO's performance in its enforcement and business conduct compliance functions is not up to snuff, CSA report reveals
A scholarship plan firm was the loser in a recent SCC case dealing with the contractual obligations of advisors and their firms
Southward ho?
If oil price drops too far, the picture gets bleak
New tools have privacy features
Signs of opposition to the Couillard government are omnipresent in Quebec. Police officers in garish combat pants. Firefighters painting their fire trucks black in protest.…
The glory days of rising oil revenue and megaprojects are fading, along with job growth and prosperity
Regina's annual livestock show is billed as one of the best on the continent. The show also pumps $37 million into the provincial economy
Political advisors who are too young may be imposing poor judgment on government strategies
Editorial
Liquidity - more than defaults - rules the high-yield debt market. And when defaults rise, price moves will be even more dramatic
Although two U.S.-based pharmacy benefit managers have different business models, they both are expected to do well
