Hedge fund performance picks up in May
Hedge fund returns continued to gather momentum in May, and are up about 7% for the year, according to RBC Capital Markets.RBC reported that its…
- By: James Langton
- June 16, 2009 June 16, 2009
- 15:36
Latest news in Industry News
Part 4: Advisor cracks open his fee-based book
- By: Terry Ritchie
- June 16, 2009 December 15, 2017
- 10:19
UBS debt and deposit ratings on review: Moody’s
Moody’s Investors Service has placed the long-term debt and deposit ratings of Swiss bank UBS AG on review for possible downgrade, citing the fact that…
- By: James Langton
- June 15, 2009 June 15, 2009
- 15:50
CIBC extends six-day banking to 54 more branches across Canada
CIBC announced Monday the addition of six-day full-service banking at an additional 54 existing branches across the country.The majority of these branches will begin offering…
- By: IE Staff
- June 15, 2009 June 15, 2009
- 10:40
Sun Life buys UK business of Lincoln National for $359 million
Deal will boost Sun Life’s UK AUM by 60%
- By: IE Staff
- June 15, 2009 June 15, 2009
- 08:36
Fitch downgrades Manulife’s debt and preferred stock ratings
Ratings on subsidiaries affirmed
- By: James Langton
- June 14, 2009 June 14, 2009
- 09:01
2009 Ride for Diabetes Research appeals to advisors to join
- By: Judy Goldring
- June 12, 2009 December 15, 2017
- 12:25
Home Equity Income Trust sets conversion date
Trust to pay final distribution of 12¢ per unit
- By: IE Staff
- June 12, 2009 June 12, 2009
- 10:04
Aboriginal communities poised for economic transformation: report
Financial services sector has been a particular area of growth
- By: Megan Harman
- June 11, 2009 June 11, 2009
- 15:10
More work to be done to restore global financial market confidence: IIF
World financial leaders meet in Beijing
- By: IE Staff
- June 11, 2009 June 11, 2009
- 14:45
CIBC’s Golombek: Top five TFSA opportunities
- By: Jamie Golombek
- June 11, 2009 January 21, 2018
- 12:18
Overcoming three obstacles to fee-based business
Marc Lamontagne, an advisor and principal at Ryan Lamontagne Inc. describes three perceived obstacles to fee-based planning. He was part of a panel about fee-based…
- By: IE Staff
- June 11, 2009 June 11, 2009
- 11:35
BMO to buy Integra group retirement recordkeeping business
Unit offers recordkeeping and administrative services for capital accumulation plans
- By: IE Staff
- June 11, 2009 June 11, 2009
- 09:15
Part 3: Overcoming three obstacles to fee-based business
- By: Marc Lamontagne
- June 11, 2009 December 15, 2017
- 09:03
Financial literacy is key to regaining clients’ trust
IFIC conference stressed that educating young Canadians on financial matters must be of utmost importance
- By: Olivia Glauberzon
- June 10, 2009 June 10, 2009
- 16:46
Part 2: Disclosing costs and value of fees to clients
- By: Shawn Brayman
- June 10, 2009 December 15, 2017
- 15:08
Part 1: How to charge fees, what clients should know
- By: John De Goey
- June 10, 2009 December 15, 2017
- 12:27
Educating advisors and clients “the ultimate solution”
Regulatory reform can only go so far in curing the financial services industry’s ills, says CIFPs head
- By: Megan Harman
- June 10, 2009 June 10, 2009
- 10:35
CEO describes firm’s relationship with accountants
- By: Ken Rousselle
- June 10, 2009 December 15, 2017
- 10:29
TFSA can serve many uses in financial planning: Golombek
The new tax-free savings account offers a variety of opportunities for different types of clients, suggests tax and estate planning expert
- By: Megan Harman
- June 10, 2009 June 10, 2009
- 10:13
Slow transition to a fee-based practice could hamper long-term revenue growth, planners told
There may be obstacles in moving from a commission-based to fee-based practice, but financial advisors could benefit from making the transition sooner rather than later,…
- By: Megan Harman
- June 10, 2009 June 10, 2009
- 09:08
Thomas Murray affirms rating for CDS Clearing and Depository Services
CDS Clearing and Depository Services Inc. said Tuesday that the rating agency for industry custodians has reaffirmed its rating, indicating very low risk overall.CDS says…
- By: James Langton
- June 10, 2009 June 10, 2009
- 06:51
LOMA awards insurers for employee development
Top students recognized at annual conference
- By: IE Staff
- June 9, 2009 June 9, 2009
- 15:29