Insurance: Back to the future?
Regulation is one factor driving the consolidation trend
Regulation is one factor driving the consolidation trend
Dispute over BIS may threaten creation of national regulator
New vision for Sprott is more “narrowly constituted”
Study shows that Canadians who own insurance products tend to be more loyal to their advisors
But their progress may be threatened by U.S. economic and tax policies
Credential and National Bank have signed agreements to use Nest Wealth’s robo-advisor platform
Larry Tomei says giving clients the best treatment will help fuel HSBC Bank Canada's growth
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With ratings declining in some key areas and fewer advisors prepared to recommend their firms, advisors believe their firms could be doing a lot more…
How advisors rated their firms
Many advisors bemoan their firms not standing up to the regulators or offering enough support to deal with regulatory changes, and firms struggle to be…
Getting things right in handling advisors' feedback can be a challenge for firms even when they put significant efforts in place to accept and respond…
Having skilled, experienced and helpful staff with long tenure in the firm goes a long way toward ensuring advisors are satisfied with their dealer firm's…
Much praise was given to dealer firms that have an extensive mutual fund offering and provide access to other products that cater to specific clients
Almost nine in 10 advisors said their dealer firms don't encourage advisors to drop the smallest clients from their books of business. Advisor independence and…
The emergence of new competitors, such as robo-advisors, combined with the impact of increased regulation and shifts at both the client level and within the…
While most advisors spend their careers helping their clients accumulate assets, Ian Moyer focuses on helping older clients convert their retirement savings into income. "A…
Granting power of attorney is a difficult but important decision. You can help your clients make the right choice
Making sure your plans to sell your business are under wraps is critical, especially in the early stages. Here are some strategies to help you…
Immediate demands and a "sea of email" can force you to focus on short-term issues. Taking time every week to reflect on your practice from…
No one need manage their books manually in 2017. A variety of software tools cover every aspect of bookkeeping and accounting so you can spend…
Rising interest rates and reduced regulation may create options for U.S. banks that exploit niche markets and M&A strategies
It’s tougher to trade bonds these days. Liquidity has dried up, the result of reforms that began in the fall-out of the 2008-09 global financial…
Study shows shortterm performance is unpredictable
The U.S. economy is perking up and consumer confidence is increasing
Toronto-based Fidelity Investments Canada ULC has launched a new fixed-income mutual fund. Fidelity Multi-Sector Bond Fund seeks to provide unitholders with a steady flow of…
Toronto-based Excel Funds Management Inc. has launched its first ETFs. Excel Global Balanced Asset Allocation ETF and Excel Global Growth Asset Allocation ETF began trading…
Toronto-based Franklin Templeton Investments Corp. recently introduced its Franklin LibertyShares Platform in Canada. This platform includes two actively managed ETFs and two strategic beta ETFs.…
Toronto-based Mackenzie Financial Corp. is adding to its product lineup by launching two mutual funds and an ETF. Mackenzie U.S. Strategic Income Fund invests primarily…
A key factor in the growth of small business is public markets. But they need support to expand and grow
