Time for succession
To protect your clients, your staff, and your legacy, you must put together a suitable succession strategy years before you plan to make your exit
To protect your clients, your staff, and your legacy, you must put together a suitable succession strategy years before you plan to make your exit
Although recent research has found that excessive exercise can lead to permanent scarring of the heart in some people, don't put down your running shoes…
Once you have decided to switch to a fee-based practice, the next question is how much should your clients pay for your services. There are…
A key component of a valuable financial advisory practice is a healthy pipeline of prospects. Maintaining that pipeline means reaching out to potential clients who…
Some firms are worried that conflicts in the proposed structure can't be managed effectively
Toronto-based Deloitte & Touche LLP has appointed Frank Vettese managing partner and CEO for Deloitte Canada. Vettese, since joining Deloitte in 2002 and becoming a…
Donald Guloien, president and CEO of Toronto-based Manulife Financial Corp., has been honoured as the 2012 International Business Executive of the Year by the Canadian…
Brigitte Parent has been named senior vice president, individual insurance and investments, for Toronto-based Sun Life Financial Inc. (SLF). Previously senior vice president, client solutions,…
Mark Gordon has been appointed president and CEO of the Toronto-based Mutual Fund Dealers Association of Canada, effective Oct. 1. He will replace Larry Waite,…
David McKay, group head of Canadian banking for Toronto-based Royal Bank of Canada (RBC), was named Retail Banker of the Year at the annual Retail…
Analyst Brian Belski, who recently joined BMO Capital Markets, expects Canada to do relatively well but with less of a boost from resources
Although the initiative is intended to verify the accuracy of information, some advisors are concerned
Pressure mounts on the country's largest securities commission to move forward on its reform initiatives, both new and old
Insurers and banks contributed significant gains for financial services, but there were soft spots during the first quarter of 2012
Advisors praise their firms' efforts in providing comprehensive product shelves
The high standing of Canadian banks among their global peers is helping advisors attract clients and retain business
Strong branding initiatives were praised significantly by advisors, as were certain marketing support strategies
Financial advisors who work at deposit-taking institutions are increasingly of two minds when it comes to the leadership of their firms
Firms are doing better than ever when it comes to compensation, but advisors still see much room for improvement
Financial advisors surveyed for the Report Card say they like the stability of their firms
How advisors rated their firms
Advisors experience some steep declines in their productivity
Firms in the survey still have some gaps to close
Disclosure proposals require dealers to show clients annually what advisors are paid for products and services
"Widest" perspectives on OBAs that regulators have taken
THE QUEEN CITY’S ON AGAIN, OFF again stadium project is on again. But this time, the project is missing a retractable roof and a couple…
Massive student protests in Montreal over fees might have been prevented with better negotiations
Utility execs party and pull in big raises while beleaguered consumers fight Nova Scotia Power rate hikes
Making nice with other levels of government might help the feds succeed at national securities regulation
Editorial
Finning, Toromont and Wajax are three Canadian firms poised to see big rewards from energy and resources extraction
Toronto-based Invesco Canada Ltd. has announced that New York-based Nasdaq OMX Group Inc. has replaced Argyle, Texas-based Halter Financial Group Inc. as the index provider…
Horizons Exchange Traded Funds Inc., along with its affiliate, AlphaPro Management Inc., both based in Toronto, have introduced two new exchange-traded funds (ETFs) that will…
Toronto-based CIBC Asset Management Inc. has announced portfolio subadvisor changes for some funds. Kansas City-based American Century Investment Management Inc. (ACIM) will continue to serve…
Toronto-based IA Clarington Investments Inc. has launched IA Clarington Focused Canadian Equity Class Fund, IA Clarington Focused Balanced Fund and IA Clarington Focused Balanced Class…
Proceed with caution on covered call writing
But fund managers say China's large appetite for commodities will be restored over the long term
