Building sales via the advisor channel
President of TD Mutual Funds says half of fund sales now come through third-party advisors
- By: Rudy Mezzetta
- August 4, 2006 August 4, 2006
- 09:32
Latest news in News
Vantis to launch videophone service
Kiosks let credit union members conduct videophone conversations with staff
- By: Geoff Kirbyson
- August 4, 2006 August 4, 2006
- 09:32
New acquisition paying dividends
Taddingstone Consulting brings research expertise in high net-worth segment, mortgage broker business
- By: Geoff Kirbyson
- August 4, 2006 August 4, 2006
- 09:32
Widows face greater problems
The death of a spouse is a devastating experience, but there’s new evidence that the financial consequences are much more devastating for women than for…
- By: Monica Townson
- August 4, 2006 August 4, 2006
- 09:32
New Worldsource president has lofty goals
Andy Mitchell wants to develop a premier wealth-management firm, not just a mutual fund dealer
- By: Lara Hertel
- July 10, 2006 July 10, 2006
- 12:39
Another healthy quarter for financial services
Although financial services companies did well in the first quarter of 2006 over the same period a year earlier, they are facing some hurdles in…
- By: Catherine Harris
- July 10, 2006 July 10, 2006
- 12:39
Fund-raising season now in full swing
And participating is a whole lot of fun
- By: Rudy Mezzetta
- July 10, 2006 July 10, 2006
- 12:39
New chairs target new members
Roger McMillan and Marion Weisgerber both want larger membership rosters
- By: Gavin Adamson
- July 10, 2006 July 10, 2006
- 12:39
Radical change underway at world’s leading stock exchanges
The big players are merging or swinging deals, but the most dramatic fallout will probably flow down to advisors and investors
- By: James Langton
- July 10, 2006 July 10, 2006
- 12:39
Changing of the guard at Templeton Growth Fund
Lisa Myers slated to become the fifth manager of the fund, which follows the value philosophy of Sir John Templeton
- By: Jade Hemeon
- July 10, 2006 July 10, 2006
- 12:37
Hartford moves to increase Canadian presence
Hires Bill Kanko’s Black Creek Investment Management to manage a number of funds as one aspect of the plan
- By: Grant McIntyre
- July 10, 2006 July 10, 2006
- 12:37
Consumer protection recommendations lack bite
The report of the standing Senate committee on banking, trade and commerce fails to come up with real solutions
- By: James Langton
- July 10, 2006 July 10, 2006
- 12:30
Boosting credit union services
New agreement aims to provide more options to Nova Scotia’s small businesses
- By: Grant McIntyre
- July 10, 2006 July 10, 2006
- 12:30
Number of women in industry unchanged
Retention remains the biggest challenge
- By: Grant McIntyre
- July 10, 2006 July 10, 2006
- 12:30
Advocis’s Century Initiative well on its way
The $5 million in new capital will support legal challenges and association advocacy
- By: Stewart Lewis
- July 10, 2006 July 10, 2006
- 10:02
Banks find little to celebrate in federal white paper
Bankers didn’t think a minority government would do anything dramatic, but they at least wanted some improvements
- By: James Langton
- July 10, 2006 July 10, 2006
- 09:43
Police investigating credit union transactions
Internal audit reveals unauthorized movement of large sums between related companies
- By: Geoff Kirbyson
- July 10, 2006 July 10, 2006
- 09:43
Discount brokerages’ threat increases
Full-service advisors know their firms must keep adding value or lose business to their low-cost rivals
- By: Rudy Mezzetta
- July 10, 2006 July 10, 2006
- 09:43
College program to nurture new blood
Intensive eight-month course will equip graduates to set up their own advisory practices
- By: Stewart Lewis
- July 10, 2006 July 10, 2006
- 09:43
Quebec champions principles-based approach to regulation
Ontario committee puts forward similar recommendations but harmonization is still an issue
- By: James Langton
- July 10, 2006 July 10, 2006
- 09:43
IFB tries to shield insurance professionals
Concept came from a deal IDA and the MFDA struck with the OSC in Portus aftermath
- By: Stewart Lewis
- July 10, 2006 July 10, 2006
- 09:43
Sleazy promoters tarnish Vancouver’s reputation
The city cleaned up its act long ago, but the banished network of fraudsters is thriving in a few U.S. markets
- By: David Baines
- July 10, 2006 July 10, 2006
- 09:34
Global vision needed for wealthy clients
Advisors have to gird themselves to operate in a more complex, demanding and globally oriented world
- By: James Langton
- July 10, 2006 July 10, 2006
- 09:34
Which sector will drive the next bull market?
An overdue downturn is currently taking place in the stock markets. And by yearend, a clearly established decline will be in place. Yet, it is…
- By: Carlyle Dunbar
- July 10, 2006 July 10, 2006
- 09:34
Tracking the wealthy client
Study shows that the place to look for big accounts increasingly is overseas
- By: James Langton
- July 10, 2006 July 10, 2006
- 09:29