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- The two Canadian banks were among the 26 financial services firms recognized in the initial Bloomberg financial services gender-equality index
- 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
- The trade association encourages co-ordination of any provincial changes with the federal consultation committed to in the 2016 federal budget
- Private workplace pension plans launched by banks and insurers that have unique features could compete with government-led pensions such as the ORPP
- Spain-based travel services company called a “terrific opportunity”
- Experienced investor sought to place the consequences of his poor investment decisions on TD Waterhouse
- The shift of client assets to competing firms will become more frequent as the costs of investing become more transparent
- 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
- Pablo Fuchs, senior editor at Investment Executive, and Fiona Collie, staff writer, discuss the research methods used to create the 2016 Brokerage Report Card.
- Special FeatureAdvisors need some direction. The uncertainty in the industry is evident in both this year’s ratings and the average advisor’s business.