Financial advisors at 13 brokerages say that they and their firms are no longer in a state of recovery they are already seeing significant increases in some key metrics
TD Asset Management Inc. (TDAM), portfolio manager of TD Private Funds and TD Mutual Funds, has announced portfolio-management changes to four of its funds. Effective on or about May 15, 2013, New York-based Epoch Investment Partners Inc. will assume portfolio-advisory responsibilities for TD Private U.S. Blue Chip Equity Fund and TD Private U.S. Blue Chip […]
The paleolithic diet, which mimics the presumed meal plans of our hunter-gatherer ancestors, is popular among some health buffs
Working with celebrity clients has its own set of challenges, from the necessity for great discretion to dealing with highly paid professionals who often can't be certain of how much they will make next year. Conserving assets is a big priority
In only a few months, investment-counselling firm Coerente Capital Management has amassed an impressive $525 million in AUA
IE expanded the list of survey respondents in order to get a more proper perspective of the provincial regulators
Being better informed, having access to a regulator's staff and receiving prompt responses were the key reasons for success
After 25 years and several moves, Dean Bowe has an impressive client-retention record - some of his clients have been with him since Day 1. The key to maintaining that loyalty, he says, is to never lose focus on the client
Firms now will have to tackle access from mobile devices
Montreal-based Desjardins Investments Inc., portfolio manager for Desjardins Funds, has announced a change in management for Desjardins Québec Balanced Fund’s portfolio. Desjardins Global Asset Management Inc. (DGAM) has taken on the position of sole portfolio manager of the fund. Previously, the fund was co-managed by Montreal-based Fiera Capital Corp. In addition, DGAM has approved changes […]