Lorne Harper wants to use the brokerage firm’s parent’s strong name to attract new clients
Hartford launches new DCA seriesToronto-based Hartford Investments Canada Corp., manager of Hartford mutual funds, has launched a new, six-month Series 4 of dollar-cost averaging units of Hartford Canadian Money Market Fund. After June 30, the six-month Series 3 of each class of DCA units of the fund will no longer be offered for sale, nor […]
Managing client events, seminars and prospecting campaigns is a full-time job — and not an advisor’s job
Greater resources give advisors more stability; dealers bring more services under one roof
Corporate-class funds to be distributed by firm’s European subsidiary
For Rick Annaert, President and CEO of Waterloo, Ont.-based Manulife Securities International Ltd., the summer promises to be a busy one. Over the next several months, he will travel across the country, explaining to advi-sors the repositioning of Manulife Securities as a full-service wealth-management company. More than 10 months have passed since its parent, Toronto-based […]
Changes to MeritageMontreal-based Altamira Financial Services Inc. has announced that Capital International Global Equity Fund will replace Trimark Fund, and CI American Small Companies Fund will replace Trimark U.S. Small Companies Class Fund in its Meritage Portfolios. Meritage Portfolios are suited to all investors, regardless of needs or risk profiles, and offer a complete investment […]
How the Brokerage Report Card is done
How the Brokerage Report Card is done