Discipline of a dancer
Coreen Sol offers discretionary portfolio management to her roster of middle-market clients. Running a quartet of managed portfolios enables Sol to serve a large book…
Coreen Sol offers discretionary portfolio management to her roster of middle-market clients. Running a quartet of managed portfolios enables Sol to serve a large book…
When starting your career as a financial advisor, your natural tendency is to take on any client who is willing to work with you. But…
Developing a learning relationship with a senior advisor or other professional can help you receive the support you need to reach your goals. Some successful…
Growing life expectancies and other changes in the way people manage their careers are making longevity risk a real challenge for many clients
Hiring a junior advisor early on with the intention that he or she will take over your business has many advantages. Your clients will be…
Financial advisors can learn valuable lessons from the world's largest consumer products company. You don't need a multimillion-dollar advertising budget to build your brand
Vancouver-based Connor Clark & Lunn Investment Management Ltd. (CC&L) is now subadvisor to Renaissance High Income Fund (previously called Renaissance Millennium High Income Fund), sponsored…
Manulife Investments, a division of Toronto-based Manulife Asset Management Ltd., has reduced the risk ratings of five of its mutual funds. Manulife Diversified Strategies Fund’s…
Toronto-based First Asset Management Inc. has completed the conversion of the closed-end First Asset Canadian REIT Income Fund into an exchange-traded fund (ETF). (The fund…
Toronto-based Sprott Asset Management LP has launched two new mutual funds: Sprott Enhanced U.S. Equity Class Fund and Sprott Global REIT & Property Equity Fund.…
Fund Facts just doesn't do the job
Higher rates would signal a strengthing economy, but would also increase the cost of capital - and that's a negative for real estate firms
Worst is over for China, portfolio manager says
CSA hope more market data would bring better regulatory insight
Universal life policies the most affected
CRM2, with its focus on enhancing the investment costs to clients, is transforming advisors' traditional revenue model
Most advisors say they already have transformed their businesses in anticipation of CRM2, but others say the new regulatory regime is bound to be disruptive
Although advisors are continuing to see significant growth in their books of business, their practices are undergoing a seismic transformation as a result of new…
Work remains to be done to improve firms' communication efforts with their advisors
A significant percentage of advisors recommended their firm, but a close look reveals that this usually comes with stipulations
Technology is often a source of dissatisfaction, but some firms have found the right formula
Despite multiple complaints across the board, advisors with certain firms say that having strong relationships and competent and proactive staff are key to success with…
Advisors hope the new CRM2 reporting requirements will end their pervasive - and persistent - dissatisfaction with client account statements
Advisors are focusing on building their businesses and growing their assets under management at a time when not only has recent economic and financial performance…
It’s been more than a year since the price of oil began its decline. And, despite West Texas Intermediate plateauing at around US$50 for a…
A homegrown entrepreneur has created a world-class tourist destination on Fogo Island. What does it mean for the people who live there?
When Winnipeg decided to rejuvenate its biggest green space, the city tapped the keepers of New York City's Central Park for ideas
Canada's carbon future, and oil alternatives, need to be discussed - even if the realities are distressing
Editorial
The new Digital Privacy Act has important implications for firms
In the absence of progress from the SEC and FINRA, the U.S. Department of Labor is pushing its own proposal
The aging Canadian bond bull remains alive and well
A drop in Chinese equities in June and July alarmed a lot of investors who were already worried about a slowing in China’s economy. However,…
