Managed portfolios from IA Clarington
Toronto-based IA Clarington Investments Inc. now offers a managed-asset program made up of five portfolios using a fund-of-funds structure. These portfolios are: IA Clarington Conservative…
Toronto-based IA Clarington Investments Inc. now offers a managed-asset program made up of five portfolios using a fund-of-funds structure. These portfolios are: IA Clarington Conservative…
Toronto-based BMO Investments Inc. has launched an impact-investing fund – a first for a Canadian bank. BMO Women in Leadership Fund invests in North American…
Desjardins Group of Lévis, Que., recently launched four mutual funds and one portfolio. Desjardins American Equity Growth Currency Neutral Fund invests in U.S-based companies using…
Toronto-based AGF Investments Inc. has added four corporate-class mutual funds to its AGF All World Tax Advantage Group Ltd. (AWTAG) lineup – despite the upcoming…
Studies show that the "sell in May" effect may exist in markets, but that doesn't mean it is a tradable strategy
There also is concern that growth in China's economy may be stalling
A young advisor set out to build a practice to which retiring advisors would be proud to transfer their clients. The result is a “virtual…
Exit is not a four letter word: How to transition your practice profitably and proudly
For clients who find themselves in their 50s without adequate savings or retirement plans, there is hope. But these clients have to do what they…
Wearable devices aren’t just for fitness. Some are designed to help you break bad habits. You’re probably aware of the Fitbit, a wearable device that…
If your home page looks as if it was designed in the 1990s, it probably is due for an overhaul. Today's technology makes building your…
A young advisor set out to build a practice to which retiring advisors would be proud to transfer their clients. The result is a "virtual…
The 10,000-hour rule made popular by author Malcolm Gladwell says you have to practise 20 hours a week for 10 years in order to become…
A family tragedy inspired Colleen O'Connell-Campbell to become an advocate for mental health and to encourage her clients to be honest about their own personal…
Advisors from other banks show interest in jumping ship
Financial Horizons Inc. plans to become a full-service financial services institution
Possible reform of mutual fund fees
The oil shock is hitting producer provinces hard. But in B.C., the lower C$ and population growth are driving prosperity
A new firm aims to find the right fit between fee-only advisors and clients. But FAIR Canada wants more oversight
Recent TC Media/Credo consumer survey finds that personal relationships greatly deepen the bonds that form with advisors, including a willingness to provide referrals
Enbridge can be a good choice for income-seeking clients willing to use an options strategy. But beware of risks, including volatile oil prices, exchange and…
Investors looking for safety at all costs are piling into ultra-low and negative-rate government bonds. But if and when normal interest rates return, these bonds…
Two companies in the P&C sector are worth a look. These firms' prospects are good and the shares are reasonably priced
Good news from Canada’s easternmost province has been tough to come by lately. The effects of low world oil prices, combined with significant cost overruns…
The province's Liberals, facing an election next year, have presented a "good news" budget. But there are many skeptics
With massive job losses and even whole businesses disappearing, Albertans are down in the dumps. Few remember that the early 1980s were worse - and…
Although much of Harper's agenda is being dismantled now by the new federal government, some of his accomplishments will - and should - remain
Reps are seeing new highs in their books of business. And advisors are rating their firms higher this year in a variety of categories, as…
Many advisors hope the introduction of CRM2 will lead to clearer and better client account statements
Although some firms are doing a better job on technology, the "satisfaction gap" in this category suggests much work is needed
With little consensus among advisors about what they need from their firms in ongoing training, the firms that are praised most offer the right blend…
Regulatory initiatives such as CRM2 are forcing firms to create or improve their IT platforms - as well as increase the support and education for…
Support for mobile technology is becoming more important for financial advisors, and firms are doing a better job of delivering the help advisors need to…
Advisors are happier when their firms focus on informing advisors about what's important, including the firm's strategic focus, and provide the proper channels through which…
Acquisition wrecks havoc on ratings
For many financial advisors surveyed for this year’s Dealers’ Report Card, their firm’s corporate culture is difficult to define and embrace because of geographical distance.…
Although dealer reps have added to their AUM and client totals, a closer look reveals that top performers are focusing on serving their high net-worth…
How advisors rated their firms
