Dealers discuss social media policies at IIAC conference
Advisors should ditch the brochures and embrace social media, says marketing expert
This year’s brokerage report Card followed the mantra: “If it’s not broken, don’t fix it.” So, when Investment Executive (IE) researchers Justin da Rosa, Tessie Sanci and Dane Taylor spoke with 530 financial advisors at 13 brokerage firms, the process was consistent with years past. At the same time, there are a few changes to […]
Brokerage firms and their advisors are putting a greater emphasis on making sure that their clients have financial plans. One advisor says financial planning is becoming a "requirement'"
Toronto-based Franklin Templeton Investments Corp. has added to its fund lineup with Templeton Growth Fund Ltd. Series A (Hedged). The new series is a hedged series of Templeton Growth Fund Ltd., which Sir John Templeton first introduced to Canadians in 1954. The new series will offer Canadian investors the opportunity to minimize the effects of […]
Toronto-based BlackRock Asset Management Canada Ltd. has launched three unhedged exchange-traded funds (ETFs): iShares S&P 500 Index ETF, iShares MSCI EAFE IMI Index ETF and iShares MSCI Emerging Markets IMI Index ETF. iShares S&P 500 Index ETF delivers access to the S&P 500 index; it has a management expense ratio (MER) of 0.14%. iShares MSCI […]
Toronto-based RBC Global Asset Management Inc. has introduced a new mutual fund to its family of low-volatility funds: RBC QUBE Low Volatility Global Equity Fund. This fund seeks to provide investors with 30% less volatility than a standard equities-based portfolio, as well as downside protection and strong, risk-adjusted return potential. The new fund is suitable […]
Incident of lost account information is forcing IIROC to act
Brokerage firms and their advisors are putting a greater emphasis on making sure that their clients have financial plans. One advisor says financial planning is becoming a “requirement’”