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Keyword: Partnerships

17 results found
handshaking and exchanging contract documents

The collaboration will take a machine learning approach to solving problems that arise in portfolio construction, rebalancing and risk management

  • By: IE Staff
  • July 30, 2018 December 26, 2018
  • 11:00
BMO Investments makes changes to its mutual fund lineup

New MOU signed between the two banks will help BMO build on its asset-management capabilities

FAIR Canada not in favour of regulators’ stance on best interest standard

The agreement will help the OSC and the FPSC carry out their registration/certification, compliance and enforcement duties

Three tips for dissolving an advisory partnership

  • By: Leah Golob
  • December 2, 2015 February 12, 2019
  • 11:30

You should invest time getting to know your potential partner before entering into a business arrangement

  • By: Leah Golob
  • August 24, 2015 February 12, 2019
  • 06:00

Many advisors are considering a merger or partnership as a way to strengthen their business and create a succession plan. Joining forces with another advisor has its advantages - if you follow a process and do your due diligence

Ruling has implications for financial firms structured as partnerships

When an associate expresses an interest in becoming a partner in your practice, avoid becoming too generous with the equity of your business. Consider the qualities of the candidate and the needs of your firm

How to add value to your business by partnering with another advisor

No matter how simpatico you may feel about your partnership with another advisor, it’s crucial to plan for the possibility that your relationship will encounter rough waters if and when you decide to part. Reduce the friction by planning ahead