Why clients really fire their advisors
Fees and disappointing returns are rarely deal breakers
- By: Greg Meckbach
- April 14, 2023 May 24, 2023
- 14:51
Fees and disappointing returns are rarely deal breakers
Achieving price stability and financial stability critical, BoC governor tells reporters in Washington
Inflation still above 2% target “so monetary policy needs to be tightened further,” board member Waller said
Assets in Emerge ETFs are held in trust and still “have value” during cease-trade order, firm says
Average price to top $700,000 in 2024
Regulators prevented broader crisis, but balance sheet risks still lurk, Moody's warns
Assets under management were $73 billion at the end of the year
Stronger trading results would help offset declines in new issue, M&A activity
Further upward pressure on rents is expected in the coming months
Regulators consult on two options for enhancing diversity reporting
Adam Elliott will transition from president and CEO of iA Clarington Investments
Plunging energy prices pulled the producer price index down 0.5%
The bank provided US$42 billion in fossil fuel funding last year
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