Edward Jones’ goal is to have an advisor in every community
Many recent immigrants have preferences for certain goals, such as education and a home. And while they can quickly become major clients, they also vet recommendations more often
As RRSP season winds down, this should remind clients that retirement planning requires more than making an annual RRSP contribution, CIBC suggests
Mary Anne Palangio takes over Derek Slemko's role, joining the asset manager after holding the same position with Ontario Retirement Pension Plan Administration Corp.
Vancity Capital is contributing to a revolving credit facility that will provide CoPower, a clean energy investment platform, with flexible capital to finance clean energy projects
The elimination of embedded commissions could make the financial services sector less desirable for young adults or widen the advice gap for the mass affluent, some suggest
Jeremy Nicholas Drew Austin was taken to task for unsuitable investment recommendations and unauthorized trading
LOGiQ is looking to sell all non-cash assets of the fund and discharge liabilities; remaining assets will be distributed among unitholders as soon as it’s practical to do so
Investors in the terminating funds will receive securities of the appropriate continuing funds on a series-for-series and dollar-for-dollar basis
The proposed change comes in anticipation of the fund’s forward contract, which expires on April 13