Despite the different business models among dealer firms, all are providing the main elements that advisors, who report bigger books of business and pay, need to drive their success
Use caution and common sense when sharing content on social media
By adhering to a social media policy, advisors can ensure they’re taking an effective and compliant approach
To ensure you’re compliant, approach social media the same way as other forms of advertising and correspondence
Proposal would create an ETF pipeline
Lévis, Que.-based Mouvement des caisses Desjardins has launched eight new corporate-class funds for investors who are looking for a tax-smart way to save and invest outside their registered plans. The new funds in the Chorus II Corporate Class Portfolios include: Desjardins Dividend Growth Corporate Class, Desjardins Canadian Equity Income Corporate Class, Desjardins Canadian Equity Value […]
Toronto-based AGF Investments Inc. has announced a series of changes designed to simplify its product lineup. The following mergers will take place on or about May 23: AGF Global Government Bond Fund will merge with AGF Global Aggregate Bond Fund; AGF All Cap 30 Canadian Equity Fund will merge with AGF Canadian Stock Fund; AGF […]
Toronto-based Marquest Asset Management Inc., portfolio manager of the Marquest group of funds, has appointed Toronto-based Cassels Investment Management Inc. as portfolio subadvisor of Marquest Monthly Pay Fund and Marquest Monthly Pay Fund. Liis Palmer and Rob Cassels, portfolio managers with Cassels, will assume the portfolio-management responsibilities for both funds, which previously were managed internally […]
Vancouver-based OceanRock Investments Inc. has made several changes to its investment fund lineup that took effect on April 15. Toronto-based Barrantagh Investment Management Inc. replaces Aegon Capital Management Inc. as subadvisor to manage the equities income component of Meritas Strategic Income Fund. Aegon will continue to manage the short-term, fixed-income component of the fund. New […]
Advisors are demanding more from their firms regarding mobile technology - and firms are taking various approaches