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Providers of exchange-traded funds chop fees on selected products
Technology risk is growing for global banks, but they appear to be better prepared to deal with cybercrime than other industries
More rules for the exempt market could hamper the industy without providing effective investor protection, critics say
Lise Andreana, formerly a designer of formal wear and a sewing-machine merchant, had little difficulty applying her social skills - and her penchant for planning…
Jet lag, a condition that plagues airline travellers who fly east or west between time zones, can result in a range of unpleasant effects on…
An affluent but not rich couple have adult children and no mortgage. The couple need a strategy that will allow them to top up their…
Clients who understand financial concepts are more trusting and loyal toward their advisors. Imparting that knowledge begins with understanding your clients' goals
Motivated employees are an important component of a successful practice. Here are four tips to help build loyalty among your staff, from setting goals to…
If you use the Internet for complex functions such as video conferencing, you may need to bump up the bandwidth and speed of your connection.…
Increasing your AUM while decreasing the number of clients in your book can make your practice more profitable today - and more valuable later, when…
The financial advisor of the future could be earning less than is the norm today. Still, there is a case to be made that advisors…
Toronto-based IA Clarington Investments Inc. has added two new funds to its product shelf: IA Clarington Core Plus Bond Fund and IA Clarington Focused U.S.…
Toronto-based FT Portfolios Canada Co. (a.k.a. First Trust) has introduced First Trust Short Duration High Yield Bond Exchange-Traded Fund, which invests primarily in a diversified…
Toronto-based Sprott Asset Management LP has added Sprott Real Asset Class Fund to its lineup, which will provide investors with exposure to the infrastructure, timber…
Toronto-based Vanguard Investments Canada Inc. has launched five new Canada-domiciled, exchange-traded funds (ETFs) – three equity and two bond ETFs. The new ETFs are Vanguard…
Some international fund portfolio managers are beginning to focus on other markets
Look to global markets to find equity risk premiums (ERPs) for your clients
Insurance advisors have seen notable improvements in key metrics, but those have not translated into higher ratings for firms
Firms of all stripes are changing. But it's important for advisors that their strategic focus aligns with that of their firm
How advisors rated their firms
Insurance advisors surveyed for this year’s Insurance Advisors’ Report Card have higher expectations regarding the support they receive from their firms for using mobile technology…
There's much concern among advisors that their firms are not doing enough to bring in new blood
More comprehensive support is needed from insurance agencies for financial planning and investment planning, advisors say
Outdated, archaic and inefficient systems drew the ire of advisors, who want easy-to-use systems online and mobile
Some firms have stepped up their support for compliance others have left advisors feeling as if they're on their own
Insurance advisors see big growth in AUM, clients and compensation
There’ve been downsides to Alberta’s energy-driven economic boom. My wife and I often whine about Calgary’s staggering traffic, its freeways sometimes resembling rush hour even…
Open all the doors, turn on all the lights - but not until 5:30 a.m. if Partytown's mayor, Denis Coderre, has his way
Developers are taking on preservationists in the latest showdown over who gets to see the historic views of the Halifax harbour
The Liberals are pinning their hopes on Harper's lack of popularity and a shift to the left in several provinces
Editorial
FSCO plans more on-site compliance reviews
Online surveys gauge views on investment dealers employing fund salespeople
Earnings of both financial and non-financial companies flattened in 2013, but the stock market seems unconcerned
Major global names such as Carrefour, Michelin and Peugeot are among the French stocks that analysts favour
