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Decoding client behaviour

Some prospects are too polite to explicitly express lack of interest, and you're stuck chasing dead leads. And while most clients are truthful, some may…

Frozen LSIF chills investors

Thousands of clients have recently had their investments in the Vancouver-based GrowthWorks Canadian Fund frozen as it attempts to avoid a crippling wave of redemptions.

Cumberland appoints new CIO

Toronto-based Cumberland Private Wealth Management has named Peter Jackson as its chief investment officer, effective immediately. Prior to the promotion, Jackson had been the firm’s…

  • By: Staff
  • January 20, 2012 August 21, 2018
  • 11:25

IIROC levies $5 million fine against ex-broker

A hearing panel of the Investment Industry Regulatory Organization of Canada (IIROC) accepted a settlement agreement between IIROC staff and Henry Cole.

  • By: Staff
  • January 20, 2012 August 21, 2018
  • 10:50

United States of Europe will cure Continent

The world will continue to lurch from one crisis to another until policymakers in the eurozone start to put their heads together, rather than locking…

RBC changes distribution plan on some ETFs

RBC Global Asset Management has announced the cash distributions of the RBC Target Maturity Corporate Bond ETFs will be paid out monthly instead of on…

  • By: Staff
  • January 20, 2012 September 6, 2018
  • 00:00

Two ways to reduce compliance costs

Find out what parts of your practice are unprofitable by using full-cost accounting—that means including compliance costs, which are often overlooked.

Canadians not prepared for retirement: CIBC

Battered financial markets and anaemic economic growth have forced Canadians to make debt management, not retirement, the primary focus of financial planning. It’s little surprise…

Sun Life, CI expand seg fund shelf

At a time when some insurers are scaling back their offering lineup, Sun Life Financial and CI Investments have unveiled several enhancements to the SunWise…

  • By: Staff
  • January 19, 2012 August 21, 2018
  • 11:46

Transamerica cuts shelf to focus on life

Transamerica Life Canada has announced it will refocus its efforts on the life insurance business, cutting back on the sales and marketing of ancillary products…

  • By: Staff
  • January 19, 2012 August 21, 2018
  • 11:11

Rethinking asset location

The so-called “new normal” of ultra-low interest rates continues to lay waste to long-standing investment practices.

  • By: Staff
  • January 19, 2012 August 21, 2018
  • 05:00

U.S. will surprise naysayers: Macquarie

The first half of 2012 will see continued volatility, as investors swing from greed to fear, and back again, based on the tide of macroeconomic…

  • By: Staff
  • January 19, 2012 August 21, 2018
  • 00:00

OSC has trouble collecting sanctions

From the time it became eligible to collect monetary sanctions against industry wrongdoers in 2005, the Ontario Securities Commission has collected less than half of…

Upbeat BoC survey signals rate hike on the way: analysts

Despite challenges, executives are optimistic about sales growth for the next year

  • By: Staff
  • October 15, 2018 October 15, 2018
  • 14:12

U.S. consumer spending well below estimates

Spending edged up a slight 0.1% in September

Home sales dipped 0.4% in September

Last month saw the first month-over-month decline since April

Liquid alts market could reach $20 billion in 5 years: Scotiabank

The market for such products quickly expanded in the U.S. after regulatory change

  • By: Staff
  • October 15, 2018 October 15, 2018
  • 15:30

Advocis, IAFP brand battle continues

Canada's Trademarks Opposition Board rules in the IAFP's favour for a second time

  • By: Staff
  • October 15, 2018 October 15, 2018
  • 14:28

Starlight Capital to launch global real assets trust

It will invest in real estate and infrastructure

  • By: Staff
  • October 15, 2018 October 15, 2018
  • 11:23

WisdomTree launches fixed income ETF

It will be actively managed

  • By: Staff
  • October 12, 2018 October 12, 2018
  • 12:05

First Block Capital launches ETF based on distributed ledger technology

ETF begins trading today

  • By: Staff
  • October 10, 2018 October 10, 2018
  • 11:48

How portfolio managers use ETFs

Catching up with the ‘new breed of money manager’