Understanding of volatility is needed
Assessing future volatility helps to determine the appropriate strategy
Assessing future volatility helps to determine the appropriate strategy
But prospects differ, depending on the geographical region tech is thriving in certain places but depressed in others
An improving economy and new environmental standards in the U.S. present opportunities for cement stocks
Toronto-based RBC Global Asset Management Inc. has capped five RBC Select Class funds held in the RBC corporate-class structure. RBC Select Very Conservative Class, RBC…
Toronto-based IA Clarington Investments Inc. has added two funds to its product lineup: IA Clarington Floating Rate Income Fund and IA Clarington Strategic U.S. Growth…
Toronto-based AGF Investments Inc. has made several changes to its portfolio-management teams and product lineup. Peter Frost, previously vice president and portfolio manager, has been…
Lévis, Que.-based Desjardins Wealth Management has expanded its all-in-one Melodia investment portfolios with the introduction of nine new portfolios: four income-oriented and five growth-oriented. The…
Advisors can help couples deal with differing visions of retirement
Emerging-markets bonds may have a role in client portfolios
Fund portfolio managers are finding some good investment prospects
Women in Capital Markets honoured three executives in November. Martine Irman, vice chairwoman of TD Securities Inc., and Eric Tripp, president of BMO Capital Markets…
Frank Techar was appointed chief operating officer of Bank of Montreal (BMO) on Nov. 1. In his previous position, he was president and CEO of…
Brian Porter assumed his roles as president and CEO of Toronto-based Bank of Nova Scotia on Nov. 1. He was appointed president in November 2012…
Monique Leroux, current chairwoman of the board and president and CEO of Lévis, Que,-based Desjardins Group, has been elected to the board of directors for…
The new year will bring a new CEO to the Alternative Investment Management Association, based in London, U.K. Jack Inglis will be taking the position…
Kuala Lumpur, Malaysia-based Manulife Holdings Berhard (MHB), owned by Toronto-based Manulife Financial Corp., intends to purchase 100% of its subsidiary, MAAKL Mutual Bhd. The deal…
Front Street Capital Inc. has entered an agreement to purchase Jemekk Capital Management Inc. (Both firms are based in Toronto.) Jemekk is a private asset-management…
Montreal-based National Bank Direct Brokerage (NBDB), a wholly owned subsidiary of National Bank of Canada, now offers high net-worth individuals two new trading platforms, Advantage…
Toronto-based TMX Group Ltd. now offers a new web portal for exchange-traded products (ETP), available at www.TMXmoney.com. This web page allows viewers to search through…
Ian Soutar, winner of the Morningstar Canadian Investment Award for Career Achievement, avoids the well-trodden path
MD Physician Services not only has a well-to-do niche clientele, but a compensation model that ensures financial advisors focus on what's important
Will business model help firm grow in the crowded HNW space?
The financial services sector, investor advocates and those supportive of crowdfunding have a variety of concerns
Canadian insurers are not happy with the proposed changes
But equities-based ETFs gain ground as investor confidence in recovery grows
Research by Invesco is finding that many investors are fine with embedded fees
Rob Ford will be on Santa’s “naughty” list this year, but Toronto’s mayor is sure to get a Christmas card from his counterpart in Winnipeg.…
Distractions aside, Ontarians need to admit that avoidance doesn't work
Mayors are a confounding brand of politician these days. In Montreal, municipal election results continue to confuse
The Tories inherited a big surplus from the Liberals in 2006. Could it, and other money, have reduced the deficit earlier?
Editorial
Reluctant to make recommendations to prospects for fear your suggestions will be used as "free advice"? You can have fruitful introductory meetings without revealing too…
You don't have to have a transition date chiselled in stone, but you should have an approximate target for your departure from your business. Then,…
Helping clients fulfil their life goals goes beyond traditional financial planning, requiring a more rigorous discovery process. But the reward is satisfied, loyal clients
A couple in Edmonton who are both 55 years old and have just sold off their business for a sizable amount will have no problems…
Focusing your insurance practice on a narrow target market makes you the go-to person for members of your niche. Specializing can improve the quality of…
Geodemographics, the new category of software tool that can identify the financial habits of residents within a given neighbourhood, can help you build your business.…
Peter Merrick compiles a huge amount of information for advisors who are helping older clients. Don’t be daunted by the heft of this volume, which…
Email is an incredible tool. Learn how to use it effectively
It can be exciting to get caught up in the holiday hustle and bustle of shopping, events, parties and family obligations. But it’s not unusual…
Clients can form strong ties to certain equities for a variety of reasons, from professional experience to respect for a deceased spouse. Your job is…
Virtual personal assistants such as Apple's Siri and a bevy of others available for most smartphone platforms are useful, but they are not yet able…
Justin McDonough has built his Halifax-based business in small increments and with a long-term focus. The financial advisory firm he co-founded in 2001 now has…
Mawer’s Martin Ferguson is willing to own a big part of a company
But the proposal to change enforcement rules has its critics
Tool filters clients’ online news
