A greater percentage of high net-worth (HNW) financial advisors have embraced smartphones and tablets than have advisors with smaller books, according to the 2012 Digital Experience and Attitudes Survey on advisors and mobile digital devices, conducted by Toronto-based BlueRush Digital Media Corp. in partnership with Investment Executive (IE). “HNW advisors are more likely to be […]
Setting up a client advisory board requires a commitment from you and a select group of clients. Meetings can be as simple as an hour-long discussion over coffee and bagels or as elaborate as a day of golf
Firms continue to complain of outrageous fees, policy and procedures that are not applicable to their business models
Manulife Asset Management names directors
Toronto-based brokerage is putting significant efforts into the new technology in the wake of the new IIROC guidelines
Celebrating a decade in Canada, the firm has just expanded into Quebec — with plans to increase its AUA and advisor base
Name changes for two O’Leary funds
Kids who live in Toronto’s Regent Park public-housing neighbourhood are getting subsidized music lessons, with some help from Raymond James financial advisor Brian Bowes
Rebranding at Aston Hill
Construction and agrifood are main drivers, but a dip in “clean energy” projects could reduce capital spending