WP looks into the recently announced partnership between a Canadian wealth management company and a law firm
Advisors thinking of making a clean break likely face fewer legal issues than imagined when taking clients to their new firm. Here’s why.
HBC stock jumped more than 8% Tuesday on news that CEO Richard Baker has secured $1.25 billion in new financing for Saks using its Fifth Avenue department store as collateral. With a value of $3.7 billion for its Fifth Avenue location alone, value investors ought to be chomping at the bit.
If you think industry players are the only ones getting done for unregistered trading, think again, with the OSC going after a hospital clerk in a bizarre case.
A new report suggests women are understandably miffed with advisors who commit these five cardinal sins.
Who better to discuss avoiding the excesses of a very lucrative profession than the co-founder and former CEO of Portus?
Yves Rebetez is managing director of ETF Insights, Canada’s leading publication covering the ETF industry. On the weekend Rebetez had a guest column in the Financial Post highlighting the reasons ETFs held within mutual funds make no sense.
WPs allotted a great deal of time the past couple of weeks discussing mutual funds and ETFs. As part of this coverage we thought we’d look at a unique mutual fund that’s been in business for almost 80 years. There’s only one problem? You can’t buy it in Canada.
Providing clients with personal concierge-type service, the kind you find at top-level hotels like the Four Seasons and Ritz Carlton, can go a long way to making your clients feel like more than a number.
Fast on the heels of 1,500 job cuts at Scotiabank, Canada’s largest bank announces it’s following suit.
At least that’s the finding of the Conference Board of Canada whose latest report suggests the industry is still a very important cog in Ontario’s wheel.