Industry

Sizing up the competition: Peak Financial in a buying mood

(June 9, 2003) Montreal-based Peak Financial is in talks with several rival mutual fund dealers which have recently been put up for sale, says the company’s president. And even though Peak is relatively small with $2 billion in assets, Robert Frances insists his firm is a potential buyer. “We are a buyer, we have financing […]

By Doug Watt |June 9, 2003

3 min read

June’s Advisor’s Edge full of innovative tips to keep your practice afloat

(June 6, 2003) Have the past few years cast your practice adrift on a sea of uncertainty? Then the June issue of Advisor’s Edge is throwing you a lifeline with its cover story on how to grow your practice in today’s turbulent times. “This article really addresses the issue of how to increase revenues and […]

By John Craig |June 6, 2003

2 min read

SIO conference update: SRI — Time for a new name?

Corporate governance focus seen as opportunity for social investment SRI advisors bemoan lack of product Fund manager offers strategies to combat SRI naysayers SRI – Time for a new name? Bonus tool A template letter to discuss SRI with your clients and prospects Back to CSIC Coverage main page “Every person you meet has social […]

By Doug Watt |June 6, 2003

2 min read

CIFPs conference update: What is a financial planner?

CIFPs elects John Charrette first chair of association A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage Whatever the definition, Bowman pointed out the need for superior advice. “Consumers know that there are more products, more complex […]

By Jennifer McLaughlin |June 6, 2003

4 min read