News and resources for Canada's top financial advisors
Est. 1998
Industry
Management group no longer ruling out individual asset sales
By Mark Burgess |May 8, 2023
2 min read
As more Canadians retire and the fixed income space grows, financial services companies are pivoting
By Katie Keir |May 8, 2023
Richardson Wealth parent firm posted $5.3-million net loss in first quarter
By Rudy Mezzetta |May 4, 2023
Net flows decreased by 60% to $990 million from $2.5 billion a year earlier
By Staff |May 4, 2023
Following CI's request to withdraw coverage, S&P dropped its rating for the asset manager
By Rudy Mezzetta |May 2, 2023
3 min read
Both the Competition Bureau and OSFI are reviewing the transaction, which requires approval from the finance minister
By Staff, with files from The Canadian Press |May 2, 2023
Planning and Advice
Lack of personalized advice created a void filled by negative returns, the latest survey says
By Staff |May 2, 2023
Changes include new role for former Richardson Wealth CEO Andrew Marsh and Fiduciary Trust Canada has a new CEO
By Maddie Johnson and Katie Keir |April 28, 2023
Toronto-based firm said it would use proceeds from the sale to pay down debt
By Rudy Mezzetta |April 27, 2023
1 min read
Products
Mutual funds recorded $3.4 billion in net redemptions for March but ETF sales held up, IFIC reported
By James Langton |April 25, 2023
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