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Cutting underwriting times

Reduce the time it takes to get policies approved for wealthy clients

SEC investigated over purged records

The Inspector General assigned to the U.S. Securities and Exchange Commission is looking into an agency-wide policy requiring staff to periodically purge records of investigations…

  • By: Staff
  • September 1, 2011 August 21, 2018
  • 11:41

Help your busy clients: Part One

Discretionary managers take charge of finances so wealthy people don’t have to. What can they teach you about trust?

Consolidation Update: Advisor Audio

Listen and learn. Speakers at Advisor Group’s 2011 Distributors' Summit discussed ways industry members can work together to help advisors capture the next generation of…

  • By: Staff
  • September 1, 2011 August 21, 2018
  • 11:19

Improving advisor statements: Advisor Audio

Listen and learn. Speakers at Advisor Group’s 2011 Distributors' Summit discussed ways industry members can work together to help advisors capture the next generation of…

  • By: Staff
  • September 1, 2011 August 21, 2018
  • 11:19

New agent development: Advisor Audio

Listen and learn. At the Advisor Group’s 2011 Distributors' Summit, Chris DiSalle, Managing Partner, CMO, Complete Brokerage Services, Richmond, B.C., discussed being a boutique MGA…

  • By: Staff
  • September 1, 2011 August 21, 2018
  • 11:18

MDRT names new president

The Million Dollar Round Table has named its executive committee for the coming year, with Jennifer A. Borislow taking the helm of the organization as…

  • By: Staff
  • September 1, 2011 September 6, 2018
  • 10:28

U.S. layoffs may have stabilized

Fewer Americans applied for unemployment benefits last week, a sign that the job market may be improving slightly.

EdgePoint focuses on performance

Targeting 2% of the market is unheard of, but that’s what EdgePoint Investment Group, which celebrates its first fund’s third birthday in November, does. We…

  • By: Staff
  • September 1, 2011 August 21, 2018
  • 10:14

Why it’s smart to discount

Many advisors cut rates for households with more than $2 million in investable assets. Here’s why you should, too

Help for your unemployed clients

Layoffs at UBS and RIM are likely the tip of the iceberg. Corporations frequently respond to bad economic news, which we've had a lot of…

  • By: Staff
  • September 1, 2011 August 21, 2018
  • 09:00

IIROC rules target bond, OTC markets

The Investment Industry Regulatory Organization of Canada is taking steps to address fair pricing in the fixed income market, as well as in other securities…

  • By: Staff
  • September 1, 2011 August 21, 2018
  • 00:00

Risk is back

Advisors now face the challenge of reassessing not only their clients’ risk tolerance levels, but also the nature of risk itself, thanks to the downgrade…

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

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

Bank of America profits rose 32% in Q3

Higher interest rates and lower corporate taxes were the main factors

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’