Credential Financial Inc. – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 13 Dec 2021 19:51:12 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Credential Financial Inc. – Investment Executive https://www.investmentexecutive.com 32 32 MFDA, BCSC settle sales practices case with $600K in penalties https://www.investmentexecutive.com/news/from-the-regulators/mfda-bcsc-settle-sales-practices-case-with-600k-in-penalties/ Mon, 13 Dec 2021 19:51:12 +0000 https://www.investmentexecutive.com/?p=435821 Vancouver dealer's differential compensation favoured socially responsible funds and portfolio funds

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]]> Credential to partner with Nest Wealth https://www.investmentexecutive.com/news/industry-news/credential-to-partner-with-nest-wealth/ Thu, 16 Mar 2017 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/credential-to-partner-with-nest-wealth/ Credential’s partner firms and their advisors will gain access to Nest Wealth Pro’s white label robo-advisor platform as a result of the agreement

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]]> Credential surpasses $30 billion in AUA https://www.investmentexecutive.com/news/industry-news/credential-surpasses-30-billion-in-aua/ Fri, 03 Mar 2017 20:40:00 +0000 https://www.investmentexecutive.com/uncategorized/credential-surpasses-30-billion-in-aua/ The firm, which has 200 credit union and 1,500 advisor partners, has seen its AUA grow by 246% since 2009 to $30.2 billion from $8.75 billion

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]]> Credential introduces fee-based product for mutual fund advisors https://www.investmentexecutive.com/news/products/credential-introduces-fee-based-product-for-mutual-fund-advisors/ Tue, 26 Jan 2016 21:00:00 +0000 https://www.investmentexecutive.com/uncategorized/credential-introduces-fee-based-product-for-mutual-fund-advisors/ OnPoint Fee-Based Account, which has been rolled out over the past several weeks, allows advisors at Credential’s credit union partners to charge a set percentage fee

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]]> Credential connects credit unions with portfolio managers https://www.investmentexecutive.com/news/industry-news/credential-connects-credit-unions-with-portfolio-managers/ Thu, 14 Nov 2013 14:10:00 +0000 https://www.investmentexecutive.com/uncategorized/credential-connects-credit-unions-with-portfolio-managers/ New program will provide money management services to high net worth credit union members

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]]> Credential partners with CUSO Wealth Strategies https://www.investmentexecutive.com/news/industry-news/credential-partners-with-cuso-wealth-strategies/ Wed, 31 Jul 2013 14:30:00 +0000 https://www.investmentexecutive.com/uncategorized/credential-partners-with-cuso-wealth-strategies/ Partnership will offer MGA services to six credit unions in British Columbia

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]]> Credit unions: Managing wealth https://www.investmentexecutive.com/newspaper_/front-page/credit-unions-managing-wealth/ Fri, 24 May 2013 17:00:00 +0000 https://www.investmentexecutive.com/uncategorized/credit-unions-managing-wealth/ Staking claims to be provider of choice to CUs

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]]> Credential launches correspondent services division https://www.investmentexecutive.com/news/industry-news/credential-launches-correspondent-services-division/ Tue, 07 May 2013 18:25:00 +0000 https://www.investmentexecutive.com/uncategorized/credential-launches-correspondent-services-division/ Expansion of services to portfolio managers called a natural extension of Credential’s business

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]]> Credential becomes self-clearing investment dealer https://www.investmentexecutive.com/news/industry-news/credential-becomes-self-clearing-investment-dealer/ Tue, 15 Jan 2013 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/credential-becomes-self-clearing-investment-dealer/ Firm launches self-clearing model and Montreal trading desk

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]]> Credential Direct celebrates 10 years https://www.investmentexecutive.com/news/industry-news/credential-direct-celebrates-10-years/ Tue, 05 Oct 2010 18:50:00 +0000 https://www.investmentexecutive.com/uncategorized/credential-direct-celebrates-10-years/ Credential Direct marked its 10th anniversary or October 2, and the credit union system’s preferred full service brokerage says it has plans to further expand its business.Founded by Credential Financial Inc., in partnership with Canadian credit unions, Credential Direct launched in October 2000. “Credential Direct is an important part of the overall Credential offering and […]

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