Martine Irman, Eric Tripp and Mari Jensen were lauded for their efforts to make the financial services industry more welcoming to women
Many firms offer internal services for succession planning. But there are various reasons advisors are stepping outside
Firms are shelling out a pretty penny to get top financial advisors
Be sure to make your clients aware of the key tax-saving opportunities available to them. Point out the attractive tax measures that are new this year - such as the enhanced contribution limit to the TFSA - and how to make use of them
Toronto-based TD Asset Management Inc. (TDAM), manager of TD Mutual Funds, has added four new funds and two retirement portfolios to its lineup. The new funds provide investors with exposure to market opportunities outside Canada and include two new low-volatility options. The new funds are: TD U.S. Low Volatility Fund, TD Emerging Markets Low Volatility […]
Since David Burnes joined Raymond James in June after leaving NBCN last year, the industry has been watching
Tom Kloet calls on industry to help make Canada a global play in capital markets
The outlook will be better in a year’s time, CFA Society Toronto’s annual forecast dinner hears
A new name, leader and strategy present an "incredible opportunity" to provide a true client-centric approach
Toronto-based Invesco PowerShares Capital Management LLC has reduced the management fee on PowerShares Senior Loan (CAD Hedged) Index ETF to 0.8%, a drop of 0.1%. The ETF, which was one of the first senior-loan ETFs, provides access to an asset class that historically has delivered higher yield than other fixed-income securities of equal or higher […]