Fund Facts an important tool for educating clients, advisors say
Clients like the uniform presentation of information on the forms between fund companies
- By: Megan Harman
- February 1, 2012 February 1, 2012
- 15:15
Clients like the uniform presentation of information on the forms between fund companies
Strong majority of newly independent advisors say that all or most of their clients moved with them
The increase in filings is being driven by so-called ‘Bill 198’ cases, which involve claims concerning issuers’ continuous disclosure obligations
NYSE Euronext to focus on standalone strategy
Approval by Canada’s Competition Bureau is a key regulatory hurdle
Network in Canada grows with institutional investors seeking global liquidity
Advisors can help clients choose the most appropriate pension investment options
Working tirelessly to educate young women in Afghanistan, B.C. teen Alaina Podmorow stands out
Provision related to litigation against the bank for its role in a $1.2-billion Ponzi scheme in Florida
Four-time leader TD Waterhouse pumped to second place
‘Banana Skills’ poll identifies top threats to banks; Canada among the better prepared
Gold stocks lose their shine
Concerns about having a realistic financial plan and reducing debt in retirement have increased
Common brand identity will help enhance products and services, CEO says
DundeeWealth subsidiary renamed GCIC Ltd.
Filing with U.S. regulators shows that Prem Watsa, Fairfax and affiliated companies have boosted their holdings in Research In Motion to 5.12%
The Investor Education Fund's Cranial Cash Clash game tells Canadians how much they know — and don’t know — about money
One-third of Canadian households hold three-quarters of the debt
Tighter regulations will result in increased claim payments and additional expenses
Association helping firms prepare for Client Relationship Model, Fund Facts delivery
Co-founders of the firm at centre of Canada’s ABCP crisis to appeal $500,000 penalties
Additional scrutiny should reduce funds’ business risk in the long term