• Fund provider shuts funds

    One major Canadian player is winding up seven of its funds in an effort to create efficiencies by merging

  • CPPIB commits US$2bn to new investments

    Canada Pension Plan Investment Board (CPPIB) stepped up its investment in India on Tuesday, with the opening of a new office in the country's financial capital, Mumbai

  • IIROC comes down hard on dealer

    It doesn’t happen very often but the SRO has given a big dealer more than a slap on the wrist for branch transgressions.

  • Quebec startups get $10m investment boost

    Private equity firm XPND Capital, which is focused on growth investments in Quebec-based companies, said Monday it has received a $10 million participation in its XPNDCROISSANCE Fund from Investissement Quebec

  • Consumer suspicion hamper industry growth

    New research is pointing to just how much work the industry has ahead of it in addressing a concern that continues to keep new clients from coming through the door

  • Are your clients happy enough?

    Money can’t buy happiness, but it can help clients offload tasks that nibble away at it, says a noted psychologist challenging advisors to see their work in a different light

  • The key to creating shareable social media videos

    Your social media video doesn’t have to include babies, celebrities or dancing to become immensely popular, according to Marcus Seeger. Read on to find out how to lift your social media presence to greater heights

  • Cummings report: Advisor reaction

    The CSA’s report is an ‘I-told-you-so’ for fee based advisors, while embedded compensation advisors are on the defensive

  • Drugmaker’s fall makes case for diversification

    The drug company’s cratering stock is an excellent example of why advisors avoid individual equity positions opting instead to put clients into mutual funds and ETFs where diversification cushions the blow.

  • Wealth planner among FIFA rogues gallery

    The scandal that’s plaguing the global soccer scene has now put the spotlight in an unflattering way on financial advisors, everywhere