Industry

Canaccord down six advisor teams amid recruitment push

A record quarter for Canaccord's Canadian business as it pursues advisor recruitment strategy

By Staff |August 3, 2017

2 min read

What new StatsCan data say about how clients live now

As households change, so too might financial planning

By Staff |August 3, 2017

2 min read

CI Financial reports AUM increase of 6.5%

CI Financial Corp. today reported preliminary assets under management (AUM) at July 31, 2017, of $120.4 billion and total assets of $160.5 billion. AUM grew by $7.4 billion or 6.5% year over year, and declined 0.6% in the month of July. Total assets gained $10.8 billion or 7.2% for the 12-month period and decreased by […]

By Staff |August 2, 2017

1 min read

PPI advisors to partner with WealthBar

Insurance advisory firm PPI has partnered with robo-advisor WealthBar to launch a platform that gives PPI advisors access to a suite of investment options. Read: How to survive as the industry transforms “Through a new advisor platform called PPI Valet, powered by WealthBar, independent advisors can bring an added-value service option to their clients,” says […]

By Staff |August 2, 2017

1 min read