Rebecca Cowdery, a partner with Borden Ladner Gervais LLP in Toronto, discusses the mutual fund point of sale (POS) delivery project, and explains how advisors can use the Fund Facts document to meet their obligations under CRM2.
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Several major initiatives could launch this year
Proxy advisory firm adopts voting policy changes for upcoming season
Employment up in finance, insurance
Appointments follow the launch of a new division at Raymond James Ltd. and a retirement announcement from CSI
Central bank may be encouraged by recent inflation cooling: TD economist