The process of writing a human resources policy manual can seem daunting.
Borden Ladner Gervais LLP (BLG) has haired Gordon Peery who joins the full-service law firm as global derivatives advisor. As a licensed U.S. lawyer, Gordon will continue to practice law in California where he resides, and will continue to provide legal counsel for his U.S. clients. In addition, as part of BLG’s Derivatives Group, Gordon […]
Three industry veterans have founded an ETF-focused firm called Toroso Investments.
I stay away from heavily layered investments with high embedded fees. If I can’t explain the investment in 30 seconds, I don’t recommend it.
The results of the 2012 Uniform Evaluation were released this morning.
CIBC Asset Management Inc. (CAMI) intends to replace Aletheia Research and Management, Inc. as sub-advisor for its Imperial U.S. Equity Pool, Frontiers U.S. Equity Pool, Renaissance U.S. Equity Growth Fund and Renaissance Global Focus Fund. Read: CIBC is Canada’s strongest bank…or is it? On November 11, 2012, Aletheia filed for protection under Chapter 11 of […]
Canadians understand the significance of a financial plan, especially for tackling life’s major milestones, says a BMO Financial Group survey. The study says 85% of those polled are confident their financial plan will help them achieve their financial goals. Most believe it is essential for being prepared for major milestones. Read: Investors want plain-talking advisors […]
The majority of investors (84%) are more interested in meeting their personal goals than in scoring stellar returns that outperform markets. Here are some tips on how to impress, serve and educate your clients.
Where the next generation of advisors will come from has long been a source of worry for firms.
Canadian investors need to take a more proactive approach to their financial futures, says the Canadian Securities Institute (CSI). And working with advisors is one way to do this. Read: Help clients calculate rates of return Here are four tips for clients, so they know what to expect from you. 1. Make sure personalities mesh […]