Services

Planning and Advice

Do you have too many clients?

I tried to manage 350 households by myself. What was I thinking?

By Robert Abboud |May 31, 2013

2 min read

Industry

CSA in service agreement with CGI

The Canadian Securities Administrators (CSA) announced a service agreement with CGI Information Systems and Management Consultants Inc (CGI). Read: CSA renews term of chair, appoints new vice chair Under the terms of the agreement, CGI will take over the hosting, operation and maintenance of the System for Electronic Documents Analysis and Retrieval (SEDAR), the System […]

By Staff |April 25, 2013

1 min read

Planning and Advice

Deliver the best advice

Clients want good advice. Here are three ways to make sure you deliver it.

By Keith Pangretitsch |December 17, 2012

2 min read

Planning and Advice

Live from the Customer Experience Strategies Summit

Assistant editor Katie Keir is reporting live from the CX Customer Experience Strategies Summit in Toronto to help you better serve clients.

By Staff |November 13, 2012

2 min read

RavenPack, TMX Datalinx to track equity trends

TMX Datalinx has teamed up with real-time news analysis service RavenPack to help clients detect trends in Canadian equity markets. TMX Datalinx is the information services division of TMX Group Inc., which owns and operates Toronto Stock Exchange and TSX Venture Exchange. TSX/CP Equities News is now available as a source in RavenPack’s News Analytics […]

By Staff |July 12, 2011

1 min read

Canaccord opts for PriceMetrix CommissionCheck

Software firm PriceMetrix announced today that Canaccord Wealth Management has signed a three-year agreement to purchase CommissionCheck. The recently released CommissionCheck will support the equity pricing practices of over 272 advisory teams across Canaccord’s 31 Canadian wealth management offices. Information on pricing transparency and comparability is an essential element in the advisor-client relationship. CommissionCheck instantly […]

By Staff |May 3, 2011

1 min read

Algorithmics offers hedge fund reporting tool

Algorithmics has launched a new service to help hedge funds meet new demands from regulators and investors. Algo Risk Reports provides regulatory reports, investor reports and investment reports for the hedge fund industry, and complies with new regulatory requirements in Europe, Canada and the U.S. “Hedge funds are facing demands from all stakeholders for greater […]

By Staff |April 11, 2011

1 min read

Services

Do you have too many clients?

CSA in service agreement with CGI

Deliver the best advice

Live from the Customer Experience Strategies Summit

Pershing enters Canada

What clients want

Bank reps seen as “pushy”, sales focused

RavenPack, TMX Datalinx to track equity trends

Canaccord opts for PriceMetrix CommissionCheck

Algorithmics offers hedge fund reporting tool