Industry News

ASC sanctions, fines Alberta man

The Alberta Securities Commission has fined and sanctioned Edmonton-based Lorne Drever and the two companies he manages, Locate Technologies and 706166 Alberta Co., for violating Alberta securities laws.

By Staff |June 8, 2012

2 min read

IA Clarington launches three mutual funds

IA Clarington Investments has launched three new investment solutions, to be managed by portfolio manager David Taylor of Taylor Asset Management. Taylor will manage the IA Clarington Focused Canadian Equity Class, and will partner with Dan Bastasic to manage the IA Clarington Focused Balanced Fund and IA Clarington Focused Balanced Class. A core equity fund, […]

By Staff |June 8, 2012

1 min read

Gen Y: Your future clients

Gen Y has been characterized as difficult to work with and too dependent on technology. (The author of this post is a member of Gen Y and disagrees. She doesn't even have a smartphone.)

June 8, 2012

2 min read

Women don’t understand money…right?

Every week, we collect thought-provoking articles from around the web pertinent to women advisors.

By Martha Porado |June 8, 2012

3 min read