I tried to manage 350 households by myself. What was I thinking?
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 […]
Clients want good advice. Here are three ways to make sure you deliver it.
Assistant editor Katie Keir is reporting live from the CX Customer Experience Strategies Summit in Toronto to help you better serve clients.
One of the world’s largest clearing and settlement firms, Pershing LLC, has finally set up shop in Canada.
Should advisors segment their fee structures?
Interaction between clients and bank staff continues to be largely product-driven, rather than focused on assessing client needs, according to the latest survey by Dalbar.
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 […]
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 […]
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 […]