Industry

SEAMARK buys LeeSide assets under management

Halifax-based SEAMARK Asset Management Ltd. has completed its transaction with LeeSide Capital Management Inc. to acquire LeeSide’s assets under management.

By Tammy Burns |April 11, 2012

1 min read

Standard Life to suspend GLWB sales

Standard Life has announced it is temporarily suspending new sales of its Guaranteed Lifetime Withdrawal Benefit product, effective April 16, 2012.

By Staff |April 11, 2012

2 min read

Shift your focus to retirement liabilities

Financial advisors should take a page out of the pension industry’s playbook and focus more on a client’s retirement liabilities and less on their portfolio value, according to a research paper by Russell Investments.

By Staff |April 11, 2012

3 min read

3 core principles of CRM

With implementation of the Client Relationship Model now underway for IIROC firms, advisors and dealers must put into place greater disclosure regimes and higher standards for product suitability over the next two years.

By Vikram Barhat |April 10, 2012

4 min read