David Lane of Edward Jones in Canada explains the strategies that enabled Edward Jones to increase ratings in 25 of 32 categories
David Lane, managing principal of Edward Jones in Canada, explains the strategies that enabled Edward Jones to increase ratings in 25 of 32 categories in the 2014 Brokerage Report Card. Lane discusses the firm’s higher score in the “firm’s succession program for advisors” category and improvements the company made to its support for HNW clients. Lane spoke to Clare O’Hara, staff reported with Investment Executive, at the TMX Broadcast Centre in Toronto.
Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients
Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage
Although overall AUM and productivity are up, this isn’t the case at all firms in this year’s Brokerage Report Card
FHSA holders may trigger tax when they overcontribute or hold non-qualified investments
Investor decries lack of communication throughout cease-trade order, and recommends increased due diligence when choosing funds
Toronto police bust alleged synthetic identity ring
Fund manager has no assets or insurance, lawyer says