Greene joins Manulife
Megan Greene is the new managing director and chief economist for Toronto-based Manulife Asset Management, the global asset- management arm of Manulife Financial Corp. Her…
Megan Greene is the new managing director and chief economist for Toronto-based Manulife Asset Management, the global asset- management arm of Manulife Financial Corp. Her…
Toronto-based TMX Group Ltd. has selected Lou Eccleston as its new CEO. Eccleston is set to assume the role on Nov. 3. and will also…
Institutional money manager Neuberger Berman Group LLC, based in New York, has announced that Sarah Butcher will fill the newly created position of vice president…
Abigail Johnson has been named CEO of Boston-based FMR LLC, more commonly known as Fidelity Investments. She is the third CEO for the company, which…
Getting exposure to alternative strategies through exchange-traded funds has advantages over other methods
Cross-border tax practitioners are applauding a decision by U.S. tax authorities. Americans in Canada now will receive an automatic tax deferral on the income they…
A centralized platform launching next year aims to provide advisors with a single portal to access all their communications
Solid support for deductions and credits remains crucial for winning disputes in the Tax Court of Canada
Reducing the tax burden on business owners can have a positive impact on the economy and on investments
Neal Weston has received the IIAC's Top Under 40 Award for his professionalism and involvement in the industry
Evidence from the past few years suggests that as markets rise, client complaints drop - and vice versa
A new CIBC report suggests that a ban on trailer fees would impact the competitive dynamics within the investment industry
Jeff Carney, Mackenzie's new CEO, says experience has taught him that connecting with investors on an emotional level leads to better outcomes for advisors and…
CLHIA releases compliance guidelines as part of its response to recommendations from regulators
Toronto-based Vanguard Investments Canada Inc. has lowered the management fees on 11 of its Canadian exchange-traded funds (ETFs). The firm’s asset-weighted average management fee has…
Toronto-based HAHN Investment Stewards & Co. Inc. has launched a new exchange-traded fund (ETF). The Special Opportunities Focus ETF Portfolio is a global asset-allocation product…
Toronto-based CI Investments Inc. has appointed Robert Lyon to the Signature Global Asset Management team. Lyon, who specializes in the natural resources and energy sectors,…
Montreal-based Fiera Capital Corp. has added two funds to its existing product lineup: Fiera Capital Defensive U.S. Equity Fund and Fiera Capital Defensive Global Equity…
Toronto-based Manulife Investments, a division of Manulife Asset Management Ltd., has reduced the management expense ratios for some of its mutual funds. In addition, management…
The result is more exposure to mid- and small-cap stocks
The good news is that actively managed small- and mid-cap Canadian equity funds outperformed their benchmarks
Markets are in "catch-up mode," portfolio manager says
Risk tolerance doesn't change much
There are some steps you can take that not only will maximize the value of your business when you're set to transfer it to another…
Although Susan, who recently was let go from her job, had been counting on an annual salary of $80,000 for the next five years to…
There are three steps that financial advisors can take in their "path to visibility" in order to increase their opportunity to be noticed and remembered…
Ink-on-paper signatures are inconvenient, insecure and outdated. Regulators and legislation now accept the legitimacy of electronic signatures, and several suppliers offer digital signature systems
When paperwork and other administrative tasks are keeping you away from what you do best, it may be time to seek help. Here's what you…
Feeling a little down - both mentally and physically - during the winter months is normal. There are ways to fight the winter blahs through…
A webinar is an effective way to deliver a message to your target audience. The key is to choose a compelling topic
Clients who winter in the warmer U.S. states need to be aware of several important requirements in order to remain on the right side of…
Laurie Stephenson is not the corporate type. She left a major national firm almost two decades ago to hang out her own shingle and build…
When correcting an otherwise valuable team member's behaviour, take a positive approach. Point out the employee's strengths before broaching the problem
Keeping paper records of insurance documents is outdated, unreliable and inconvenient - think: misplaced papers and overflowing filing cabinets. Going digital means your documents are…
Financial advisors can learn significant lessons from major airlines about how to treat their top clients. Here are some ways you can offer "frequent flyer"…
Banks and large investment dealers are using high-profile speakers to build the companies' brands and develop goodwill among their clients. Can advisors do the same?
Breaking up can be hard to do. It all depends which side you're on after the split
Fee disclosure and the new "pay for performance" mentality will likely lead to abandonment of the typical 60/40 asset mix
IF THE CANADIAN MUSEUM FOR Human Rights is going to succeed as an international tourist draw and driver of dialogue on rights and freedoms, it…
Toronto has not done well under the mayoral system maybe it's time to restore an office with lots of photos ops and virtually no power
A new plant in Estevan may be a world model for post-combustion technology
Harper's criticisms of the government while in Opposition are haunting him on the other side of the House
Editorial
Regulators are thinking beyond simply improving disclosure
The MFDA is considering bringing in CE requirements
Imminent end of QE was a faction in market mayhem
There are four stocks worth looking at as plays on domestic demand in steady Scandinavia
A bond with an 8% annual coupon - and a weekly treat - will have its takers
Worries about a global economic slowdown have caused volatility to rise rapidly, creating opportune conditions for employing some options-based strategies in your clients’ portfolios. The…
Big money is moving into these stocks - and their prices should continue to rise despite major turbulence in the stock market
