Raymond James adds advisor team with $500 million in AUM
Kevin Webber and Daniel Brodlieb were drawn to Raymond James for its “unique culture that celebrates and nurtures independent advice”
- By: Beatrice Paez
- May 16, 2017 December 19, 2017
- 10:00
Kevin Webber and Daniel Brodlieb were drawn to Raymond James for its “unique culture that celebrates and nurtures independent advice”
The new program applies machine intelligence to create new signals that investors may not have been able to access on their own
Tax lawyers say any changes to the program should strike a balance between tightening the rules and keeping it attractive
Demand for iPipeline’s electronic policy delivery tool for insurers, MGAs and insurance advisors is expected to be strong in Canada
Oil climbs, lifting Canadian dollar
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The results of Canadian life insurers “are inherently more volatile” than for their U.S. peers, due to differences in accounting regimes
Although Canada’s largest city provides many of the conditions for innovation to take hold, it’s struggling to lure foreign capital to take start-ups to the…
The firm is not licensed or registered to conduct syndicated mortgage business in Ontario
Bridgehouse announces planned series re-designations
Strong global equities markets powered the gains while Canadian fixed-income assets rebounded in Q1, new RBC report finds
Franklin Target Return Fund is targeted at investors seeking consistent growth but who fear market downturns
Precious metals action calms, while Dow Jones tops 50K
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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