Help clients do more with their retirement savings
With high stock valuations in attractive sectors and commodities in a slump, Canadian investors are treading carefully
A new study suggests clients benefit from their advisors' bias toward equities, but those gains may be offset by fees
Regional robo-advisors are growing fast. Many are expanding both geographically and in the services they offer, including special tools designed for traditional advisors
Former PFSL rep permanently banned for misconduct
Advisors should make sure their clients are up to date regarding tax changes
World Finance, a London-based financial magazine, has named Toronto-based Canadian Imperial Bank of Commerce (CIBC) as the Best Wealth Management Provider in Canada for 2014. CIBC was selected for the award by a panel using a range of qualitative and quantitative data. In presenting the award to CIBC, World Finance highlighted the bank’s high-quality financial […]
Quebec City-based Investia Financial Services Inc.’s acquisition of Waterdown, Ont.-based Ten Star Group of Cos. is complete. The deal includes the transfer of financial advisors and client accounts in Ten Star’s operations in six provinces. In a separate but concurrent deal, Investia subsidiary National Financial Insurance Agency Inc. concluded its acquisition of Ten Star Life […]
Woodbridge, Ont.-based managing general agency (MGA) Hub Financial Inc. has acquired MGA Partners Inc., an MGA based in Niagara, Ont. MGA Partners operates throughout Ontario, with branches in Windsor, London, Ottawa and Font Hill. MGA Partners also has offices in Charlottetown and Halifax. The terms of the deal were not disclosed. Hub, a subsidiary of […]
Whether investors are looking for opportunities in the U.S. or elsewhere it’s important to be selective