Distribution – Advisor's Edge

CIBC, Royal Bank, TD declare dividends; Mackenzie reports ETF distributions

Jean-Marc Jutras — Thu, 25 May 2017 12:57:55 +0000

CIBC reports that its board of directors declared a dividend of $1.27 per share on common shares for the quarter ending July 31, 2017, payable on July 28, 2017. As previously announced on May 4, 2017, in the event that the merger between CIBC and PrivateBancorp is imminent but not completed as of June 28, […]

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Mackenzie changes distributions on two income funds

Jean-Marc Jutras — Fri, 04 Sep 2015 15:00:50 +0000

Mackenzie Investments is changing the distributions for the Mackenzie Monthly Income Balanced Portfolio and Mackenzie Monthly Income Conservative Portfolio.

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There’s an app for that

Jean-Marc Jutras — Mon, 23 Jul 2012 00:00:49 +0000

How advisors can adapt and thrive in the 21st century

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MGAs speak out on regulation

Jean-Marc Jutras — Thu, 10 May 2012 10:00:30 +0000

Canada’s insurance industry isn’t shrinking from the proposal for a closer regulatory oversight. But key stakeholders say lots remains to be done to fulfil the regulators’ mandate.

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Sun Life axes LTCI Specialist model

Jean-Marc Jutras — Wed, 30 Nov 2011 14:30:43 +0000

The Canadian life and health insurance industry is witnessing some dramatic developments. Barely a day after Standard Life's announcement that it would discontinue its individual life insurance and critical illness products, there is word that Sun Life Financial has dismantled its long term care insurance (LTCI) specialist model.

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Timeline for a national regulator: Advisor Audio

Jean-Marc Jutras — Mon, 03 Oct 2011 13:17:43 +0000

Listen and learn. At the 2011 Distributors' Summit presented by Advisor.ca, distributors discussed ways they can work together to help advisors capture the next generation of client and learned from one another how to better assess and respond to risk, engage regulators, and build an environment that's more business friendly in the next decade.

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Boosting advisor sales: Advisor Audio

Jean-Marc Jutras — Fri, 30 Sep 2011 10:15:41 +0000

Listen and learn. At Advisor Group’s 2011 Distributors' Summit, Tricia Benn, Senior Director, Rogers Connect Market Research and Client Services, Rogers Publishing Ltd., discussed how distributors can better help the advisors they work with bring in more revenue and what sorts of synergies are brokers and advisors looking for from the distributors who bring them product.

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When to cull advisors: Advisor Audio

Jean-Marc Jutras — Tue, 27 Sep 2011 15:18:13 +0000

Listen and learn. At Advisor Group’s 2011 Distributors' Summit, Kevin Cott, CEO, Qualified Financial Services, Toronto, discussed the topic of culling advisors who offer little business and do a better job for those who write big tickets.

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What’s your practice worth: Advisor Audio

Jean-Marc Jutras — Wed, 14 Sep 2011 10:45:46 +0000

Listen and learn. At the Advisor Group’s 2011 Distributors' Summit, Cameron Jacox and James Hilton, Managing Partners, Jacox-Hilton Producer Consulting, discussed how MGA owners can determine the value of their operation for both succession and sales purposes.

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Pushing back the regulators: Advisor Audio

Jean-Marc Jutras — Tue, 13 Sep 2011 10:00:58 +0000

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 clients, better assess and respond to risk, and build a more business-friendly environment. Stephanie McManus, President, Compliance Support Services, discussed ways to get regulators to see reason about a proscriptive rule that doesn’t work with your business model, without triggering a full-scale audit.

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