ASC’s annual investor study sheds light on Alberta seniors’ financial security
Blunt cards free clients from bad advisor relationships
Trade tensions have risen significantly
Financial planners must work very closely with questions to ensure their complex financial and estate goals are met
For the most part, advisors would recommend their firm to another advisor. But changes at a dealer impact both these recommendations and a firm’s rating
Commodity prices finish mixed
Canada is among the top 10 holders of foreign equities in the world
The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary…
Younger generations also feel much more social responsibility than older generations
Samir Sabharwal, who takes over the role effective immediately, has served in various roles with the ASC since 2005
Investment and commercial banking departments can provide leads for wealth managers
Two ETFs terminated on June 11
Precious metals action calms, while Dow Jones tops 50K
Report calls for action on data gaps, surveillance, leverage
Trade deficit remains unchanged amid shifting tariff policy, Fitch reports
Trust account used in fraud, misappropriation, Law Society finds
Policy failed to cover hedge fund investment that turned out to be a fraud
Firm allegedly touted stocks on social media, while selling its holdings
The honours will be presented Feb. 12, at the association's Embrace the Challenge event
Start with flexibility, tax efficiency, simplicity
Brokers, MGAs, software providers and TPAs set to evolve
Plus, moves at Our Family Office, Harvest ETFs, Manulife Wealth, Canada Life and more
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Plus, National Bank changes diversified equity fund
Net monthly ETF inflows reach $22B in January: report
Plus, other firms launch new products, tweak their fund lineups