Industry News

Surviving the consolidation game

Advisors need to move to the client experience business.

By Vikram Barhat |August 19, 2011

3 min read

Invesco reshuffles, Anderson departs

Invesco has announced the departure of chief investment officer Graham Anderson, with the company shifting its focus to an "investor-led team approach" to fund management.

By Staff |August 19, 2011

1 min read

Avoid exempt market risks

Anyone in this space knows that as of September 28, 2010, the sale of exempt products in Canada, with a few notable exceptions, requires registration as a dealer and for individuals, as a dealing representative.

By Stephanie A. McManus |August 19, 2011

4 min read

Does diversification matter?

Is modern portfolio theory dead? Perhaps, perhaps not, but either way it might not be doing your clients much good.

By Philip Porado |August 19, 2011

1 min read

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