Toronto-based Ernst & Young LLP signed an agreement April 22 to sell Ernst & Young Investment Advisers Inc. to a management-led financial group. The new firm is called I-3 Advisors Inc. — the three Is being information, innovation and independence — and it will serve Ernst & Young Investment Advisers’ 120 clients who have approximately […]
More bankers opting for licences to sell products, in addition to acquiring professional designations
Most firms becoming more co-operative when planners decide it’s time to part company; IG still blocks client transfers
Designations are not mandatory
No need for monopoly says Costello
Co-operators issues warning to clients
Pictet International to manage "opportunistic" fund
More investors averse to risk, poll finds
Insurance advisors polled for the 2002 Insurance Advisors’ Report Card say they are taking advantage of training opportunities to add financial planning designations to their insurance licences. Of the agents surveyed, 36% hold the certified financial planner designation granted by the Financial Planners Standards Council, and another 33% are working to obtain it. At Clarica […]