Referral arrangements announced in August create new ways for advisors to serve clients' and prospects' needs
Advisors could reap significant rewards from helping young Canadians build up their financial knowledge
Although firms have long asked for more streamlined rules, there are some requirements many would like to retain
Al Jones used to work on a government farm teaching life skills to kids with big problems. Now, he's a financial advisor who advises clients on financial planning, insurance and investments - and the change in careers is not that big a stretch
Tai chi is an increasingly popular system of gentle exercises that’s credited with a host of health benefits. Barbara Taylor can attest to its power. She began practising tai chi 23 years ago at age 50, when she realized she was losing flexibility and was seeking relief from stress in both her personal life and […]
As potential clients turn to Internet searches to find both answers to their questions and service providers of all stripes, keeping your website at the top of the search results is becoming a more important part of doing business
With more than one billion users, YouTube LLC’s video-sharing platform offers an enormous reach that can help financial advisors connect with their clients and prospects. According to the San Bruno, Calif.-based company, more than one billion YouTube users account for almost one-third of all people on the Internet. “YouTube is the second-largest search engine in […]
Help your clients avoid these common misconceptions and missteps that can put their retirement at risk
Toronto-based Fidelity Investments Canada ULC has shuffled its portfolio-management team. The changes follow the departure of two portfolio managers: Adam Kramer replaces Joanna Bewick and joins Ford O’Neil as portfolio co-manager of Fidelity Strategic Income Fund. Kramer joined Fidelity in 2000 as a research analyst and assumed portfolio-management responsibilities in 2008. As well, as a […]
Toronto-based Invesco Canada Ltd. has merged two of its funds. Invesco Emerging Markets Debt Fund has been merged with Invesco Global Bond Fund. The latter, the remaining fund, is meant for unitholders with a low risk tolerance and who seek income and capital appreciation from global fixed-income securities. To reach this goal, the fund invests […]