Advisors: China got you worried?
Monday’s decline on the TSX is exposing just how much more exposed to the effects of both Greece and China Canadian investors are than their counterparts in the US.
Smart beta ETFs ready to take off: report
Institutional money managers have increasingly looking to exchange-traded funds to take advantage of their liquidity, transparency and ease of implementation – and one recent report shows that trend is only the beginning.
The power of testimonials: I’ll have what she’s having
In terms of our own businesses, testimonials are social proof that someone other than us (or our mothers) think that what we sell is pretty good. But do they really work?
What a no-vote means for the EU
Now that Greece overwhelmingly has voted ‘no’ in its referendum, the EU begins to ponder what life will be like without the island nation.
Canadian advisors react to Greek vote
Advisor are already weighing in on the implications of Greece’s referendum vote Sunday.
New program offers more flexibility for advisors
In a bid to keep clients happy, one of the bigger fund companies in Canada is lowering some of its fees while also bringing out some new products focused on a growing segment in an increasingly popular compensation model.
LGBT equality nothing new for this company
While many are still basking in the afterglow of the landmark decision by the U.S. Supreme Court on gay marriage and the recent Gay Pride festivities in Toronto, Ont., one company has prided itself for several years as being at the forefront of promoting LGBT equality in the workplace.
Greek court rules on referendum
Greece’s Council of State has ruled that the referendum scheduled for Sunday can go ahead declaring that it does not violate Greece’s constitution banning referendums on fiscal policy.
New incentive to settle client complaints
Advisors may soon find themselves encouraging their firms to settle client claims brought to the OBSI.
Swimming with the sharks without being eaten alive
The latest in a series of shark attacks has many questioning the sanity of heading to the beach this summer – none more so then one broker from North Carolina.