Industry News

Briefly:

McLean Budden has launched Canada’s first UCITS (Undertakings for Collective Investment in Transferable Securities) fund family to be based in Dublin, Ireland. The UCITS structure is recognized and regulated in more than 100 countries worldwide — allowing investors in those countries to invest in McLean Budden’s mandates. “We have actively managed assets on behalf of […]

By Staff |January 18, 2010

3 min read

Retirement math still fuzzy

Most Canadians feel they will have enough income to cover their necessities in retirement, according to a poll conducted for RBC, but for most, a “dream retirement” seems out of reach. Ninety percent of respondents said they are financially prepared for a fairly routine lifestyle after they exit the workforce, while 25% said they will […]

By Jody White |January 18, 2010

3 min read

Step-by-step branding

Careers are like scaffolding, erected over time, and effective career management requires a balance of strategy and action. You may be a mutual fund specialist in a bank who ultimately wants to be a designated financial advisor, a junior member in a small practice working towards your planner designation, or know only that you want […]

By Kendra Reddy |January 18, 2010

6 min read

Blackberry Bold – News Poll Contest

Welcome to 2010, you made it! No roller coaster on the planet could safely duplicate the ride either you or your clients experienced in 2009. Last March, people were talking about the end of the world. Since then, we’ve seen one of the most furious market comebacks in history. Advisor Group wants to know in […]

By Staff |January 15, 2010

1 min read