Industry

Are your clients managing the finances of others?

One in ten Canadians are looking after the finances of a family member or close friend, finds a CIBC poll. But 31% of those doing so have no formal or legal agreement.

By Staff |July 27, 2012

2 min read

RBC scoops up Dexia Investor Services

Royal Bank of Canada is now the sole owner of RBC Dexia Investor Services, which will become RBC Investor Services. “The industry fundamentals are very strong and this business is positioned for solid long-term growth,” says Jim Westlake, Group Head, International Banking and Insurance, RBC. Earnings results for RBC Investor Services will be included within […]

By Staff |July 27, 2012

1 min read

Friday Funnies: Mutual fun returns

In 2009, we asked advisors to share their funniest tales in hopes of bringing some levity to the dark days of the financial crisis. We’re bringing them back on Fridays so you’ll get a few laughs going into the weekend.

By Philip Porado |July 27, 2012

1 min read

Will Canada’s Olympians bring home the gold?

Starting today, millions of Olympic fans will be cheering for their favourite athletes—hoping they’ll score a gold medal and make their countries proud. Read: 7 picks for gold hungry clients But, as it turns out, not one competitor will be bringing home the gold this year; the last time the Olympic Games handed out solid […]

By Staff |July 27, 2012

2 min read