Industry

How to provide lifestyle planning

Providing full-service financial planning means offering more than investment and retirement advice to clients.

|June 7, 2013

2 min read

Regulator alleges B.C. man committed fraud

The executive director of the British Columbia Securities Commission has issued a notice of hearing alleging that a resident of Mill Bay, B.C. advised hundreds of people to purchase securities without being registered and perpetrated a fraud.

By Staff |June 7, 2013

3 min read

Consider defensive ETF portfolios

More investors are turning to ETFs, and are looking at which fund strategies best serve their goals and portfolios. Help them consider defensive ETF portfolios.

June 7, 2013

2 min read

GMP Investment Management renamed CQI Capital Management

GMP Capital Inc. today announced that it is changing the name and brand of its asset management business to CQI Capital Management L.P. (CQI), effective immediately.

By Staff |June 6, 2013

1 min read