Pablo Fuchs and Clare O’Hara discuss improved scores for the MFDA and key changes to the structure of this year’s Report Card
Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss improved scores for the Mutual Fund Dealers Association and key changes to the structure of this year’s Report Card. They spoke at the TMX Broadcast Centre in Toronto.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore common language, context and consensus in the Blue Ocean of independence.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about trailblazing in an industry filled wiqth conflict, opportunity, and dinosaurs.
How investment advisors rated their firms’ support offerings and tools
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
The acquisition also marks the launch of Canaccord’s Ottawa office