The firm has taken several significant steps since formally merging with Berkshire this past summer
Regulators have granted relief to Berkshire dealers recently acquired by Manulife Financial allowing reps to pay commission rebates to clients that switch into funds within the Manulife family, subject to certain conditions.The decision, reported in the OSC Bulletin, gives Berkshire Investment Group Inc. and Berkshire Securities Inc. relief from the part of the sales practices […]
Purchase will significantly expand Manulife wealth management business in Canada
Berkshire Securities Inc. and Berkshire Investment Group Inc. together with Invis, Canada’s largest mortgage brokerage, today announced the availability of a new suite of mortgage products for Berkshire clients and a mortgage referral program for Berkshire Advisors effective immediately.Through this joint partnership with Invis, Berkshire advisors can now offer their clients same day mortgage expertise, […]
Vallière’s mandate is to develop enhanced training programs, policies and procedures.
Almost half of planners surveyed do not hold a CFP, and even fewer are pursuing other qualifications
Brokers at smaller firms revel in their freedom and flexibility
For first time in six years, Canadian research ranks higher as scandals in U.S. may have taken toll
Canaccord grid is “tops,” but bank-owned firms’ payout structures come under fire
How do smaller firms catch clients’ attention when the larger firms are backed by brand-name banks?