Raymond James hires veteran to lead correspondent services unit
David Burnes joins firm as senior vice president
- By: IE Staff
- May 22, 2013 May 22, 2013
- 07:45
David Burnes joins firm as senior vice president
U.S. regulators will soon identify non-bank financial firms that are to be considered systemically important, Fitch says
Index fund manager seeks the support of an established Canadian player to expand its fund lineup
IIROC recommends firms pre-approve all third-party content before it is posted online by advisors
Group and business insurance sales up 93%
New education program sets education and ethics standard for financial services industry support teams
Profits down slightly from a year ago, but higher than Q4 2012
Dealers discuss social media policies at IIAC conference
Improved dialogue and broader service offerings are helping deepen client relationships
MGAs should consider conducting annual reviews with advisors, panelist says
Assets grow to $183 billion
Questions begin to emerge over the ownership of social networks
Allegations stem from the departure of fund manager Patricia Perez-Coutts to Westwood Holdings
Hartville Group provides pet insurance under several brand names
Changing regulation is hampering the ability of insurers to offer products with long-term guarantees
Operating earnings up 20%
Study finds that even with a financial plan Canadians fret about what an emergency would do to their finances
2013 Custody Risk Americas Awards handed out in New York
Founded in 1953, the insurance company is celebrating 60 years in the business
Acquisitions help boost revenues, AUM
Investor alleges breach of contract and negligence against two brokerages
Awards acknowledge excellence in investment journalism
U.S., Australia and Britain have data on hidden assets
The ease of going online means consumers are less dependent on advisors for information
Integration will bring scale and resources to serving affluent families and foundations