Brokerage statements failing to deliver value to clients: Dalbar
Firms need to keep up with the changing expectations of clients
- By: IE Staff
- July 14, 2010 July 14, 2010
- 12:53
Suit alleges Montreal branch was aware of irregularities in Jones’ account
Bambrough continues in his role as president; Eric Sprott assumes the position of chairman
Fund managers concerned over outlook for U.S. equities
Many employees are expected to join StepStone Group and Lexington Partners
Survey reveals that risk management costs will continue to escalate
Strong domestic franchise supports bank’s international growth strategy
Prospects for U.S. and Asian equity markets rank high
Aon plans to integrate Hewitt with its existing consulting and outsourcing operations
NYSE to provide WSE with the trading platform for its cash and derivative markets
Shareholders set to vote July 23
Autonomy of investment teams and the focus on achieving results by individual portfolios inhibited sound risk management culture
N.Y. flat after bargain hunting
Acquisition beefs up bank’s oilpatch presence
Dow posts triple-digit gain
Outlook worsens for Canadian financial stocks
RBC cracks top 10 list of global wealth managers
Execution of bank’s U.S. retail and commercial banking strategy remains a challenge
North America a major source of deal flow with 175 deals totalling US$26.7 billion
Tax Forms Plus offers firms an efficient process for delivery client tax info to agencies in Canada, U.S.
ICBC Canada rebrands Bank of East Asia branches in Toronto, Vancouver
Investor interest in long-term funds markedly higher than May
Full effects of new legislation won’t be felt for several years
Promutuel to concentrate on core insurance business