Fund mergers at TD Asset Management
TD Asset Management Inc. (TDAM) of Toronto plans to merge several funds in April 2016. TDAM, the asset manager for TD Mutual Funds and TD…
TD Asset Management Inc. (TDAM) of Toronto plans to merge several funds in April 2016. TDAM, the asset manager for TD Mutual Funds and TD…
Toronto-based CIBC Asset Management Inc. now offers Canadian investors currency-hedged classes for Renaissance U.S. Equity Income Fund. This fund provides unitholders with exposure to dividend-paying…
The merger of CI Alpine Growth Equity Fund and CI Canadian Small/Mid Cap Fund is complete, as Toronto-based CI Investments Inc. announced in October. As…
Toronto-based Mackenzie Financial Corp. recently announced the launch of Mackenzie Diversified Alternatives Fund. This fund provides unitholders with exposure to alternative asset classes, such as…
Some portfolio managers say the impact of the commodity downturn is overstated
Study suggests retirees adopt a dynamic withdrawal strategy
"Bad" advisors will experience money in motion
A better strategy might be to adopt more of an endowment approach
Scotiabank's digital factory is the latest initiative by a traditional firm to explore the ways tech can improve the client experience
BlackRock survey shows that Canadians expect a certain lifestyle in retirement, but don't have the assets to get them there
Alberta's new NDP government forecasts deficits in the next four years, and Albertans are concerned about how they'll be repaid
New tax rules may cause spousal trust assets to be taxed in the hands of someone who does not receive the assets
Canadians will be able to join a class action against those who send spam email when this provision of CASL takes effect
New research confirms regulator's concerns about fund fees and potential conflicts of interest
Industry groups balk as regulators propose to step up their oversight on transactions in this unregulated arena
Expansion of the U.S.-based insurance brokerage means growth for its Canadian MGA subsidiary
SSQ is expanding rapidly across regions and product lines. Meet the man in charge of making sure that change also means success
Many parents are helping their adult children financially - to the point that some are even delaying retirement. You can help by setting up family…
Persuading baby boomers and retirees to leave the advisor with whom they have a relationship is a tough sell - unless you can prove that…
Ron Harvey has developed a sensitivity toward the financial concerns of his elderly clients. He regards his role as one of reassurance. "I become their…
With the rising flexibility of exchanged-traded funds (ETFs), it now is possible to build portfolios for retired clients using only ETFs. Two experts show how…
The challenge for advisors with older clients is to position them with the amount of stock exposure that meets both their financial requirements and their…
Families in which one spouse has no or little independent income may find that using a spousal RRSP remains a helpful way to split income.…
As a financial advisor, you are not permitted to act as executor for your clients. You can, however, offer valuable advice in helping your client…
Selling the family home and renting in retirement can be an appealing idea: running a household becomes more convenient and bank accounts benefit from the…
Older clients who remarry should tread carefully, especially if they are bringing significant assets into the relationship. In many cases, a marriage contract or pre-nuptial…
As average lifespans continue to set new records, some financial planners are routinely planning on the basis that clients will live to 100 years old.…
The number of clients who are retiring with mortgages and large credit card bills is increasing. The solution lies in planning and client/advisor communication
Without employment income to steady volatile markets, retirees often look to insurance-related products, such as seg funds and other investment vehicles offering guaranteed returns, to…
People in Canada who are single now outnumber those who are part of a couple. These singles are used to running their own show. However,…
First Asset will operate as an independent subsidiary of CI
The Liberals are looking to boost public pensions
Under the OSC's plan, a tipster could receive a $5-million award
Harper and Mulcair may have put too much faith in their press clippings. That left openings for Trudeau
Editorial
In a climate of low single-digit yields for government bonds, junk bond yields are around 7%-11%
Mexico faces another watershed, as the government has pushed through reforms to improve productivity
Advisors can help clients by monitoring their options positions and informing them of alternatives at expiration
