Montreal-based National Bank Investments Inc. has lowered its management and administration fees on the A-class and F-class units of Westwood Emerging Markets Fund. As of Dec. 1, the management fee for A-class units was reduced to 2.3% from 2.5%. The management fee for F-class units was changed to 1.05% from 1.25%. The administration fee for […]
Toronto-based Aston Hill Asset Management Inc. has completed the merger of Aston Hill Global Resource & Infrastructure Fund and Aston Hill Global Resource Fund. Unitholders of Aston Hill Global Resource & Infrastructure Fund received an equivalent dollar amount of units in Aston Hill Global Resource Fund at the close of business on Nov. 6. Aston […]
Questrade launches mobile platform
The automated advice platform is open to employees and will launch publicly in January
Although the strategy behind client segmentation is unlikely to change, technology undoubtedly will affect the way clients are served. Improving service to those clients in lower tiers will not be difficult, says April-Lynn Levitt, coach with The Personal Coach in Oakville, Ont., because there is much room for improvement: “A lot of those clients aren’t […]
As changes in technology affect the ways we organize and communicate with our clients, the objectives of segmentation — efficiency and productivity — remain the same
Raymond James has launched a new program to find and train advisors who can get up to speed quickly and eventually take over from advisors on the brink of leaving the business
Advisors will also need to use technology to improve productivity and free up time to spend with clients, survey finds
Matt Earle, president of Reputation.ca in Toronto, explains why online reputation management is critical, and outlines the steps you need to take to manage your reputation online.
Five mutual funds sponsored by Toronto-based CI Investment Inc. are under new management. Toronto-based Black Creek Investment Management Inc. now is the portfolio subadvisor for CI International Equity Alpha Corporate Class and a portion of both CI Select International Equity Managed Corporate Class and CI Select International Equity Managed Fund. Richard Jenkins, chairman and managing […]