Industry

Examining PE and infrastructure alternatives

Private equity, private debt and infrastructure investing are popular with institutional investors because payoffs complement the publicly traded parts of portfolios.

By Mark Yamada |March 13, 2013

3 min read

OSC warns investors about bogus firm

The OSC is warning Ontario investors not to invest with Profitable Sunrise, which claims to be located in the United Kingdom while representing that its banking facilities are in the Czech Republic. Profitable Sunrise is offering investors “investment plans,” but it is not registered in Ontario to engage in the business of trading in securities, […]

By Staff |March 12, 2013

1 min read

3 ways to boost your business in 2013

While advisors increased assets and revenues last year, there are still some challenges ahead. Focusing on the client and ensuring pricing reflects value is key.

By Staff |March 12, 2013

2 min read

Bancassurance varies in global markets

Bancassurance, when banks and other lending institutions get involved in the distribution of insurance, varies greatly across the world depending on the product and structure of the market, finds research by Finaccord. Read: Canada should pursue global markets: Scotiabank The distribution share of banks is highest for life insurance in Brazil, France, Italy, South Korea […]

By Staff |March 12, 2013

2 min read