Firms should focus on one or two areas of strength, says CC&L chief
Majority of firms, including frontrunner Dynamic, omit clients’ most sought-after piece of information: Rate of return
But while the future holds serious threats no firm can ignore, many opportunities exist for agile companies
Some fund unitholders in the Prairie provinces will be subsidizing those in B.C. and Ontario
Advisors must be able to clearly define their value proposition
McMillan name chairman; McKay appointed president
Lower profit margins, increased demand for transparency will prompt business model rethink
Three plaintiffs have signed conditional settlement agreements with three fund companies
Angoss Software’s FundGuard now used by firms with over $1 trillion AUM