Industry

MFDA, CSA team up for disciplinary disclosure

Advisors are coming under much more scrutiny lately as new services have been rolled out, giving the investing public access to detailed information about financial professionals. On Tuesday, the beta version of KYFA.com went live, promising users the ability “to search, connect, communicate and evaluate financial advisors.” On Aug. 30, the Investment Industry Regulatory Organization […]

By Steven Lamb |September 9, 2010

2 min read

Briefly: “Invesco Institute announces ‘Building Better Portfolios'” and more news

An Invesco continuing education session is coming to a city near you this fall. Running from Sept. 14 to Nov. 4, the “Building Better Portfolios” live sessions will extend across Canada. The sessions will focus on the following: Honing the art of “storyselling”: Techniques to help advisors engage their clients. Portfolio management: Invesco Trimark portfolio […]

By Staff |September 9, 2010

3 min read

Market takes rate hike in its stride

It’s the one we’d been holding our collective breath for. Close on the heels of its July announcement, the Bank of Canada (BoC) raised its benchmark policy rate a second time this summer, to 1%, but most Canadians are treating it as par for the course. Experts in the financial industry assure that despite a […]

By Vikram Barhat |September 8, 2010

3 min read

Briefly: “NexGen shakes up executive ranks” and more news

NexGen Financial has named Laurie Munro, currently the company’s president, as chief executive officer, succeeding Jim Hunter, who assumes the role of non-executive chairman. Hunter replaced Geoff Matus in that role. Matus had served as chairman since it was founded in 2006, and now takes on the role of vice-chairman. “I am delighted that Laurie […]

By Staff |September 8, 2010

3 min read