Regulators discuss passport model, point of sale disclosure at IFIC conference
TD Bank Financial Group has partnered with the G. Raymond Chang School of Continuing Education at Ryerson University in Toronto to develop a program aimed at helping internationally trained professionals function and excel in Canada’s financial sector.For the bank, this is an opportunity for “partnering for an alternative talent source” as hiring talent in the […]
Proactive relationships with regulators will serve investors best
Some 700 members of the Investment Funds Institute of Canada are expected to congregate at the Metro Toronto Convention Centre for the IFIC leadership conference, “Influencing the Future.”The conference starts Monday afternoon, October 1, with the annual members meeting, and continues through Wednesday.The conference features an address from Quebec finance minister, Monique Jérôme-Forget. Only weeks […]
Banks may be pushing designations, but other channels are not making them obligatory
The resources needed to take care of high net-worth clients are not at every advisor’s fingertips. “High net-worth clients want more — they have already been in the mutual fund world,” says Chris Ambridge, president and chief investment officer of Toronto-based Provisus Wealth Management. Newcomer Provisus — which earlier this year rose from the ashes […]
Firms say they encourage their advisors to be designated, but few require it
Scores indicate the challenges ahead for banks and credit unions as they grapple with technology
Financial institutions generally don’t make CFPs and PFPs compulsory, but do reward holders
The distinctions in the distribution channels are no longer clear as career forces adopt features of the independent channel