Transcend Direct is being ushered in as a response to the financial services industry’s new regulatory and technological environment
The two Canadian banks were among the 26 financial services firms recognized in the initial Bloomberg financial services gender-equality index
The firm provides scholarships to students who can demonstrate knowledge of their investing personality and risk tolerance
The four new mutual funds and portfolio provide advisors with a greater range of option for their clients during volatile times
The rise in oil prices and subsequent increase in energy stocks was the most significant reason for advisors’ changing sentiments, according to a new Horizons survey
Allen Samuel Mendelman has also been suspended 18 months in response to various infractions when he was an advisor with Canaccord Genuity
Although these products will lose their tax-deferral benefit, other tax-efficient features and pooling benefits continue to make these products attractive, the firm states
The fund, which is the firm’s first foray into impact investing, aims to capitalize on research that shows firms led by women tend to be more successful financially
IA Clarington Managed Portfolios promise active management of security selection, tactical asset allocation and foreign currency exposure
Although only the CSA has the jurisdiction to change the regulatory landscape in Canada, the white paper raises some very important questions for regulators, said Mark Gordon