Getting a sense of what’s to come
The Fed's suggestion about withdrawing bond market price support struck a chord - and the rush for the exits began
The Fed's suggestion about withdrawing bond market price support struck a chord - and the rush for the exits began
If markets are less fickle, then advisors are in a better position to offer investment recommendations based on economic fundamentals
Although assets for all sectors have increased over the past year, there has been a sharp weakening in revenue
The way of the future has arrived. Advisors are demanding greater capability to process applications electronically
The insurance sector is readying itself for a new era of increased compliance
Advisors had concerns relating to staffing and little variety or customizability in marketing materials
Three firms saw notable increases in their ratings, and the satisfaction gap in the category was cut almost in half
WFG, PPI Advisory and IDC WIN received improved ratings in a variety of categories while Freedom 55's and Daystar's ratings tumbled
Advisors respond favourably to their firms' efforts in some key areas of importance
How advisors rated their firms
Top 20% of advisors have four times the AUM of rest of sector
One of the arguments from the financial services industry against some of the more radical reforms currently under consideration is that regulators should wait and…
There are few, but notable, objections to the OSC's proposals
High net-worth individuals are more trusting of financial services firms and willing to take on more risk
Former Berkshire head is looking for advisors for Mandeville firms
Patricia Perez-Coutts seeks the best in emerging markets
Investment Executive would like to say thanks to all those readers who responded to the online survey about our newspaper. We have made a contribution…
Better ways are being developed to define the characteristics of quality stocks
Some international fund portfolio managers say recovery is stirring in Europe
Calgary-based Mawer Investment Management Ltd. has reduced management fees for Mawer Canadian Bond Fund and Mawer Canadian Money Market Fund. Mawer Canadian Bond Fund Class…
Calgary-based Canoe Financial LP will terminate the A-class units and F-class units of both Canoe Canadian Money Market Class Fund and Canoe Capital Appreciation Class…
Toronto-based Manulife Mutual Funds has completed the conversion of Manulife Strategic Income Opportunities Fund into an open-ended mutual fund and has renamed the fund Manulife…
Toronto-based BlackRock Asset Management Canada Ltd. is implementing changes to the investment strategy of iShares U.S. High Yield Bond Index Fund (hedged in Canadian dollars…
Building a cross-country securities system tough as ever
Transitional rules will give firms more flexibility to make changes
With regulations, products and communication technology changing at an accelerating pace, more financial advisors are developing collaborative relationships with their compliance departments
As we enjoy the pleasant summer weather, we run the risk of unhealthy encounters with insects. Although blackflies, wasps and ants can be a nuisance,…
For most advisors, the pressure to keep revenue rising is high. But even if you are reluctant to take on new clients, you should consider…
Piles of paper and details that seem unrelated to the client's unique situation often lead to financial plans that are never put into practice. Use…
You’ve heard of Quebec language inspectors. Now, the province has B&B inspectors on the prowl. Quebec now has provincial tourism employees searching the Internet for…
RBC will place its lion logo on some of the city's biggest buildings
Ottawa's decision to end the Community Pastures program is meeting high-profile opposition
The prime minister needs a tough chief of staff. Otherwise, he has to do the dirty work himself
Editorial
