ScotiaMcLeod has announced its plans to wind down its nine Pinnacle RRSP funds, effective Sept. 16, 2005. These are:n Pinnacle RRSP American Core-Plus Bond Fund…
Two new portfolio advisors are joining Industrial Alliance Fund Management Inc. Pennsylvania-based Brandywine Asset Management LLC will become the portfolio subadvisor of R Global Value…
Toronto-based Middlefield Group Ltd. has filed a preliminary prospectus for its Equal Sector Income Fund. The fund will be invested in each of the four…
Newly formed Winnipeg-based Sarbit Asset Management Inc. has filed a preliminary prospectus for its inaugural product offering, Sarbit U.S. Equity Trust. “Your initial product should…
Connor Clark & Lunn Investment Management Ltd. and Goodman & Co. Investment Counsel Ltd. will join Mackenzie Financial Corp. as subadvisors to Symmetry Registered Fixed…
Burlington, Ont.-based AIC Ltd. plans to eliminate the performance fee for AIC American Focused Plus Fund. Launched in 2001, the fund has had a performance…
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Advisors praise their firms' online platforms, which have significant integration of investment and banking accounts
Advisors have many concerns about their firms' technology, and several firms have much room for improvement
Robo-advisors are expected to add more sophisticated ETFs to their product lineups as the ETF industry continues to expand
Financial services firms large and small are moving into the field, which means more choice for your clients
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Higher wages could bolster consumer spending, but rising interest rates and stricter mortgage rules pose challenges for the housing market
Solid economic growth in B.C. is expected to continue. However, the new NDP government faces challenges
A resurgence in oil prices helped Alberta’s economy enjoy a healthy rebound in 2017, and further growth is expected this year
Accelerate is the first in Canada to launch an ETF that provides indirect exposure to private assets through BDCs
The funds accounted for at least US$350 billion in global net asset value in 2023
Demographics, tech advancements expected to drive growth in the sector
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Steve Hawkins, president and CEO of Horizons ETFs, has successfully launched novel products
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Guiding newer hires requires time and patience, and veteran advisors can’t always lead that effort
Investments in technology and business support are needed, but so too is strategic consistency
Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group
Advisor moves to Raymond James, Manulife Wealth and ScotiaMcLeod, plus appointments at Centurion, CIRO, PSP and OSC
Short-term interest rate tightening is likely to flatten the yield curve if not accompanied by expectations of higher future inflation
Continued sluggishness in the U.S. and European economies
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New Nova Scotia law aims to balance right to independence and protection
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Provincial authorities are targeting licensing exam security, MGAs, seg fund disclosures and other issues
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A successful claims process begins at the time of sale, say experienced advisors
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Assets under administration reach $3.5 billion
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