IE asked heads of firms to describe their ideal candidate. Top of the list was someone who understands how the business works
It is a matter of the right fit. If the dealer’s model and the advisor’s goals match, everyone wins
Onus on advisors to understand the products they sell
Large and small firms alike must learn the ropes of how to handle workers whose performance is hurt by drugs or alcohol
While brokerages value experience over youth, they’re ramping up training for both rookies and veterans
Different business models attract different advisors; when the fit is good, they laud their firms
Advisors tell us these are the qualities they hold dear
CIBC has announced unitholder approval of the merger of eight mutual funds, effective April 28: CIBC Canadian Fixed Income Index Fund has merged into CIBC Canadian Bond Index Fund; CIBC International Equity Index Fund has merged into CIBC International Index RRSP Fund; CIBC Canadian Equity Index Fund has merged into CIBC Canadian Index Fund; and […]
Unitholders of Cartier U.S. Equity Fund and Cartier Global Leaders RRSP Fund will vote this month on a proposed merger that would see the two funds rolled into Cartier Global Equity Fund. Toronto-based Goodman & Co. Investment Counsel Ltd. says the merger will eliminate overlap and achieve cost-efficiencies because the funds have similar investment objectives. […]
Toronto-based Assante Asset Management Ltd. appointed Epoch Investment Partners Inc. and Trilogy Advisors LLC, both of New York, as sub-advisors to its Assante U.S. Equity Diversified Pool, effective April 8. The fund invests in large-cap U.S. equities across a variety of industry sectors and will be managed with both growth and value investment styles. The […]