Calgary-based Mawer Investment Management Ltd. has introduced Mawer Global Bond Fund, which is designed to provide investors with diversification by way of currencies, countries, yield curves and unhedged currency positions with a historically low correlation to equities. Managed by James Redpath and Michael Crofts, the fund will invest exclusively in investment-grade government and government-related bonds. […]
Toronto-based Franklin Templeton Investments Corp. has launched a new balanced mutual fund, Franklin Bissett Monthly Income and Growth Fund, which focuses primarily on the Canadian equities and fixed-income markets; the fund’s exposure to U.S. and global markets is limited to 30% of assets under management. The fund’s monthly income comes mainly from Canadian and U.S. […]
Canada to join the global effort to make money laundering tougher
Firms excel at having a rich variety of products and providing advisors with freedom to choose products that suit clients best
The correlation between the support advisors receive from - and the ratings they gave — their firms and MGAs is no coincidence
Changes aimed at helping investors understand syndicated mortgages
Help new employees understand the organizational culture and provide regular feedback to get them off to a strong start
April-Lynn Levitt, a coach with The Personal Coach, discusses the three main team structures for financial advisors. She highlights team models associated with the highest books of business and customer satisfaction, and gives tips on how to build a successful team for your practice.
Develop a screening process to narrow down the pool of applicants and ask probing interview questions to identify the best candidate
Operations that offer such services should be mindful of whether a loan arrangement is considered a security by law