The Institute of Advanced Financial Planners says that membership for 2005 now stands at 466 members. This includes 442 professional members who hold the Registered…
Sales concerns at USC addressed
Unified electronic mail delivery service launched
Highest incidence of users found in Atlantic Canada
Survey reports worry among CFOs
Labor, SEC preempt conflicts of interest
Starita resigns as director
OSFI releases actuarial projections
Plan values up 120%, StatsCan says
The Department of Finance today launched an online consultation that will look at overhauling the legislation governing federally-regulated defined benefit pension plans.Finance released a discussion…
Number of high-net worth households rises 21% in U.S.
Letters must comply with Practice Standard 100
Return from equities down sharply
Union seeks $60 million in damages from three managers
“Groundbreaking” regulatory plan unveiled at Halifax annual meeting
HSBC study also has message for advisors: many people unsure where to go for advice
Investment profiles are more similar than one might think
Gratton named chairman, Orr as president and CEO
New commitments worth $450 million
Dow 10 LEOS available until July 5
“Early signs of improvement so far in 2005,” company says
UBS Bank (Canada) said Friday it has completed the acquisition of Julius Baer’s wealth-management operations in Canada. Julius Baer’s Canadian business was based in Montreal…
Foundation to disburse $735,000 to charities in 2005
Little impact foreseen from elimination of 30% cap
$500 deduction for 3 million tax payers