Berkshire move reflects evolution to full-service planner
Yet with the superior resources of their firms, brokers hold the cards when it comes to stability, consumer advertising and sales support
Yet there is a growing consensus that a single platform would be better, as MFDA firms make IDA platform available to advisors
“The best contract in the business” keeps Manulife-owned company in first place for compensation
There is little staff turnover, largely because managers are tied to their clients and the community
But most firms say they’re happy with MFDA platform for now
Advisors should be aware of the fees firms charge them and how they can vary from company to company
Most feel a strong connection, but managers often walk a fine line between producing and managing
Larry sarbit, lead manager of AIC Ltd.’s $1.6-billion American Focused Fund, has resigned from the Burlington, Ont.-based fund company, ending his five-and-half-year tenure at the firm. Sarbit also managed the much smaller AIC RSP American Focused Fund and American Focused Fund Plus. The decision is effective as of April 27. He cites no reason, nor […]