Advisors from HollisWealth are on the move.
Considerations when receiving payment for your book
The Advisor Group of properties – Advisor’s Edge, Advisor’s Edge Report, Advisor.ca and the Conseiller brands — has been acquired by Transcontinental Media. Transcontinental also owns Investment Executive and Finance et Investissement. When asked why the purchase made sense, Pierre Marcoux, senior vice-president of business and education at TC Media, pointed to the complementary nature […]
What happens when you’re incorporated, versus not incorporated
The Investment Funds Institute of Canada (IFIC) has released a three-part series aimed at helping advisors ensure clients get the most from the new reports they will soon receive under CRM2. The first part, An opportunity to strengthen your relationships with clients, provides guiding principles to help frame advisors’ conversations with clients: 1. Put yourself […]
Affluent European investors are confident they can construct their own portfolios, reveals research by Cerulli Associates. In Germany, Switzerland and the U.K, at least 60% of survey respondents say they are either “fairly” or “very” confident in their ability to adopt a do-it-yourself (DIY) approach to investing. The one holdout is Spain, where only 26% […]
To weather volatile markets, advisors seek active management strategies, but they might not realize the full effects of those strategies if they change tack too soon. Canadian investment professionals allocate 76% of total assets under management to active management, reveals a survey by MFS Investment Management, with 60% saying active management has superior risk-management controls […]
More than half of the CFA Institute's U.S. members expect the results of the U.S. election to benefit business, survey reveals
On average, retail revenue rose about 6% annually from 2011 to 2015, outstripping annual operation cost increases, which are only about 2% per year, says new letter from the IIAC.
Uncertainty remains about Trump’s policies, making it hard to predict what the U.S. administration will do come January 20, 2017, when Trump officially becomes president. Read: Nervous about Trump? Here’s what to watch But if his campaign website is any indication, Trump’s set to kick “unnecessary” regulation to the curb, suggests Financial-Planning.com. Could that include […]