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  1. Tessie Sanci
    The two Canadian banks were among the 26 financial services firms recognized in the initial Bloomberg financial services gender-equality index
  2. Tessie Sanci
    The rise in oil prices and subsequent increase in energy stocks was the most significant reason for advisors’ changing sentiments, according to a new Horizons survey
  3. James Langton
    The trade association encourages co-ordination of any provincial changes with the federal consultation committed to in the 2016 federal budget
  4. James Langton
    Private workplace pension plans launched by banks and insurers that have unique features could compete with government-led pensions such as the ORPP
  5. Canadian Press
    Spain-based travel services company called a “terrific opportunity”
  6. James Langton
    Experienced investor sought to place the consequences of his poor investment decisions on TD Waterhouse
  7. James Langton
    The shift of client assets to competing firms will become more frequent as the costs of investing become more transparent
  8. Tessie Sanci
    Compliance must play a greater part in ensuring they understand advisors’ OBAs before approving them as well as supervising these activities once approval has been granted
  9. Fiona Collie
    Pablo Fuchs, senior editor at Investment Executive, and Fiona Collie, staff writer, discuss the research methods used to create the 2016 Brokerage Report Card.
  10. IE Staff
    Advisors need some direction. The uncertainty in the industry is evident in both this year’s ratings and the average advisor’s business.