Monthly Archives: November 2016

Attracting Capital to the Wealth Management Business (IIAC Blog)

Attracting Capital to the Wealth Management Business (IIAC Blog)

My latest Letter from the President describes the opportunities and challenges for the retail investment industry. While we estimate about 30 retail boutiques lost money, on a net basis, in each of the last four years, it is important to stress that many small and mid-sized firms have been profitable.

Firms have made herculean efforts to control cost increases through staffing reductions, increased reliance on technology and out-sourcing, and adjustments to advisor compensation grids.

Firms have also focused efforts on improving advisor productivity through training and continuing education programs. They have boosted their competiveness by providing … Continue reading

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Let’s Remember Them

Let’s Remember Them

They are our fathers, brothers, mothers and sisters, neighbours … heroes.

Canada’s Veterans. Their courage, service and sacrifice will never be forgotten.

On November 11, let’s remember them.

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