Special incentive programs such as bonuses, trips and exclusive clubs have gained in prominence
Even when their firms aren’t affected, advisors feel like they are fighting fires
Three new funds from TempletonToronto-based Franklin Templeton Investments Corp. has introduced three new corporate class funds, which allow investors to switch among funds while deferring taxes until they redeem from the structure. They are Franklin Global Real Estate Corporate Class, Bissett U.S Focus Corporate Class structure and Franklin Templeton U.S Short-Term Yield Class. Franklin Global […]
A well-executed communication plan means clients aren’t ruffled by short-term market volatility
Built “for advisors, by advisors,” Laurier Capital Planning hopes to attract mid-tier producers
As costs for conventional energy soar, markets for new power sources are growing
AIC launches four new fundsBurlington, Ont.-based AIC Ltd. has introduced four global specialty funds that will provide investors with exposure to growth opportunities in the real estate, banking, insurance and wealth-management subsectors: AIC Global Real Estate Fund, AIC Global Bank Fund, AIC Global Insurance Fund and AIC Global Wealth Management Fund. AIC Globe Real Estate […]
When a loved one dies, go through the grieving cycle at your own pace, say experts
Consulting firm sees greater synergies in bringing together all the support services it offers
Two new funds for IGWinnipeg-based Investor’s Group Inc. has launched two new funds: Investors Global Real Estate Fund and Alto Monthly Income and Global Growth Portfolio. Both funds will allow inves-tors to add global diversification to their investment portfolios, IG says. Investors Global Real Estate Fund will provide a combination of long-term capital growth and […]