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Office buildings in Toronto’s financial district

Many MFDA-licensed advisors are taking another look at IIROC

digital tablet hands graph planning economic business success

The service automatically rebalances a portfolio holding mutual funds from multiple companies

  • By: IE Staff
  • February 2, 2018 February 2, 2018
  • 14:30

A volunteer minister is prohibited from having members of his church as clients

Justwealth Financial and Vexo Technology Solutions give mutual fund advisors more options to retain and attract clients

The Markham, Ont.-based mutual fund dealer has 175 advisors

  • By: IE Staff
  • July 5, 2017 December 19, 2017
  • 13:10
Bridgehouse, Morningstar to introduce managed investments program

The proposed new rule would require mutual fund dealers to include the MFDA logo on their client account statements on websites

CSA report: divisions remain over “best interest”

Regional managers are overseeing the reassignment of clients to veteran advisors following the dismissal of approximately 400 primarily younger advisors

Echelon Wealth Partners names Joe Oliver as chairman

New MFDA report also finds that a switch to direct-pay arrangements will “have a greater impact on those smaller advisors who are more reliant on DSCs”

Monarch’s mutual fund advisors will now have access to Morningstar’s latest market research, model portfolio offerings and portfolio analysis

Banks are building digital connections with clients