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New investment options for your clients

Retail investors in Ontario now have access to securities that previously were available only to accredited investors

Mutual fund dealers may face culling

Most independent mutual fund dealers don’t expect to survive if investment dealers are permitted to field their own teams of mutual fund representatives. That’s according…

Advisors deliver satisfying results

One puzzling finding of the research is that many clients do not believe that they are paying for their advisors' services

Stock-picking strategy wins the day

Mutual fund families that held significant amounts of foreign stocks performed well in 2015

Will new OBSI review lead to reforms?

Investment industry intransigence toward the dispute-resolution service has grown since the last independent review in 2011

Newsmakers: Going fishing for the big ones

The Canadian arm of Raymond James is looking for financial advisors to boost its wealth-management business. Mario Addeo and Richard Rousseau are putting out the…

APEXA screening tool will be delayed

Some insurance agents have raised concerns about the advisor screening, contracting and compliance initiative

Outlook 2016: Not a barnburner

Global economic growth this year is expected to be anemic

Raymond James Ltd

© 2016 Investment Executive. All rights reserved.

  • By: IE Staff
  • January 15, 2016 October 30, 2019
  • 00:00

Christian Benoit-Lapointe

1976-2015

  • By: IE Staff
  • December 11, 2015 October 30, 2019
  • 00:00

Profit survey: Big banks lead the way

Canada's Big Six banks continue to churn out profits, but things aren't as rosy for the rest of the financial services sector

Newsmaker: Trust is key for the new head of OBSI

Meeting with stakeholders and getting the lay of the land have been Sarah Bradley's priorities since joining OBSI

Asset managers face transformation

Firms are looking at a "once in a generation opportunity" to position themselves for sustainable success, McKinsey report finds

Getting proactive with new recruits

Raymond James has launched a new program to find and train advisors who can get up to speed quickly and eventually take over from advisors…

ETFs: Expansion plans

Focus on low fees, transparent management is boosting ETFs

  • By: Jade Hemeon
  • December 11, 2015 October 30, 2019
  • 00:00

A larger, stronger insurance regulator

An expert committee has recommended an overhaul of Ontario's regulatory structure

Thumbs down on vencap credit

Venture-capital funds became poor performers before the Tories phased them out, but the Liberals want them back

Challenging the status quo

Philip Armstrong has been the force behind several ground-breaking financial services firms

  • By: Jade Hemeon
  • November 27, 2015 October 30, 2019
  • 00:00

Messaging apps fraught with risk

Employees of financial services firms often use insecure mobile applications in the workplace, a new U.S. study found

An emerging risk for clients

CARBON EXPOSURE REPRESENTS an emerging risk to investment portfolios that can be ignored no longer. With global leaders set to meet in Paris for the…

Bringing sunshine to the bond market

There is great debate about the CSA's plans to improve transparency in the notoriously opaque fixed-income market

Major firms leveraging technology

Scotiabank's digital factory is the latest initiative by a traditional firm to explore the ways tech can improve the client experience

Lean living in retirement?

BlackRock survey shows that Canadians expect a certain lifestyle in retirement, but don't have the assets to get them there

Low oil prices lead to Alberta deficits

Alberta's new NDP government forecasts deficits in the next four years, and Albertans are concerned about how they'll be repaid

Caution flags for spousal trusts

New tax rules may cause spousal trust assets to be taxed in the hands of someone who does not receive the assets