Seg funds struggled through another difficult year
Segregated Fund Families ranking shows active management paid off in fixed income, and tech gains dominated equities returns
Segregated Fund Families ranking shows active management paid off in fixed income, and tech gains dominated equities returns
Newsmaker: With Dave Kelly as chief operating officer, Richardson Wealth aims to reach $100 billion in AUA and 50% women advisors over the next few…
Industry and advocates say more work is needed
A slower economy, inflation, higher legal fees contribute to increased rates
CSA’s proposal to empower OBSI elicits wave of criticism
The federal government will table the budget on April 16. Meanwhile, key tax issues, such as the AMT, have yet to be resolved
Some advisors reported challenges when MGAs were intermediaries and required to coordinate with large insurers
Advisors are generally satisfied with their pay, but some are questioning industry standards of compensation
Some areas, such as tax and estate planning, showed room for improvement
Through a new web survey, insurance advisors across Canada shared their working experiences
The top-performing families employed a variety of asset management strategies
Tax experts suggest erring on the side of caution
CIRO faces opposition on proposals covering managed accounts and temporary discretionary accounts
Stakeholders are concerned about cost, complexity and lack of imagination
With inflation down a lot, economists foresee the BoC cutting rates four to six times
Newsmaker: After more than two decades trading derivatives, Sara Petrcich is BMO GAM’s head of ETFs and structured solutions
Proposals seek to eliminate lowball settlements
Long-watched themes paid out big this year for Rob Cavallo and Marcello Montanari, joint managers of the RBC Life Science & Technology Fund
Focus turns to advisor titles and CFR compliance
Clients should be prepared for new obligations
Proposed legislation extends reassessment period
Issuers prefer a more principles-based approach to sharing data about board members
Consultation shows range of views on where the organization should focus next
Profit Survey: High rates may cut into profits in future quarters
Stakeholders worry the money could be turned into a slush fund