Industry

Smaller bank’s service trumps rivals: survey

facility; transaction experiences; transaction experiences; facility; account setup/product offerings; account statements; fees; and problem resolution. The 2007 Canadian Retail Banking Study includes the largest financial institutions — banks and credit unions — in Canada, and is based on responses from 11,325 customers who use a primary financial institution for personal banking. The study was fielded […]

By Steven Lamb |August 30, 2007

3 min read

U.S. independent advisors opting for ETFs

Advisors south of the border are increasingly using exchange traded funds (ETFs) in their clients’ portfolios instead of traditional equity-based mutual funds, according to a survey of independent advisors, commissioned by U.S. brokerage Schwab Institutional. Conducted biannually by Koski Research, the Independent Advisor Outlook Study is a survey of more than 1,000 independent U.S. financial […]

By Mark Noble |August 30, 2007

4 min read

Analysts watching AIM Trimark succession plan

When a top manager departs suddenly, it can leave fund companies and their investors in the lurch. AIM Trimark, though, is reassuring investors that it will be business as usual for the funds formerly overseen by star fund manager Geoff MacDonald, who announced his resignation last week. AIM Trimark has been able to find replacements […]

By Mark Noble |August 29, 2007

3 min read

Briefly:

(August 29, 2007) CSI Global Education, which administers the Canadian Securities Course, among other programs, has held a special graduation ceremony for 28 employees of Guangfa Securities, one of China’s top securities firms. “Canada’s expertise in the financial services industry coupled with our high level of proficiency standards can help accelerate the growth of capital […]

By Staff |August 29, 2007

4 min read