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Higher returns over the long haul

October 2, 2018 Dwarka Lakhan
So, what’s the key to success? Improved advisor productivity. Firms have taken the obvious steps to improve advisors’ performance and enable relationship building with clients, giving advisors the tools to design high-performing and cost-effective portfolios. For example, new technology has enabled online account opening and electronic signatures for client documentation. New technology also has facilitated securities order management and processing, mitigating the growing administrative burden on advisors.
Industry

New partnership aims to engage HNWIs in impact investing

September 27, 2018 IE Staff
News

Active bond ETFs outpace passive funds

September 21, 2018 Rudy Luukko

Mackenzie adds to multi-asset strategies team

September 12, 2018
Industry

IFIC announces board of directors for 2018-2019

September 7, 2018 IE Staff
Industry

Student debt contributing more to bankruptcies

September 6, 2018 Anne-Marie Vettorel
Research and Markets

TSX celebrates 25th anniversary of REITs

September 5, 2018 Anne-Marie Vettorel
Markets

Most baby boomers plan to stay home and renovate

August 8, 2018 The Canadian Press
Markets

TSX closes up slightly to end the week

August 3, 2018 Ian Bickis
Industry

WisdomTree brings portfolio analysis tool to Canada

May 9, 2018 James Langton
Industry

Central banks urge financial industry to work together to improve wholesale payments security

May 8, 2018 James Langton
Industry

Offering ETFs will mean new requirements for mutual fund dealers

April 25, 2018 Leah Golob