In part two of this three-part series, Rebecca Cowdery, partner with Borden Ladner Gervais LLP in Toronto, discusses Fund Facts requirements for mutual fund sales initiated online or by phone.
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