This blog is dedicated to the business and client needs of the Canadian independent financial advisor.
Wednesday, November 30, 2011
Vince Valenti joins the MFDA Board of Directors
At this morning's 2011 annual general meeting for the Mutual Fund Dealer's Assocation (MFDA) held in Toronto, Vince Valenti was officially added to the MFDA Board of Directors as an Industry Director for a two year term.
Thursday, November 24, 2011
Brigata Canadian Equity Fund Beats the Street !
GlobeFund reports that Brigata Canadian Equity Fund has beat the Group Average (Canadian Equity Funds) with the best 1, 2 and 3 year rates of return while maintaining a lower risk and beta than the group average and the index.
Thursday, November 10, 2011
New Technology Begins its Roll-Out to Financial Advisors
After many months of development, the technical team at IPG have begun the process of installing our latest generation of technology on our advisor's desktops and laptops. Along with full real-time collaboration, CRM, compliant ready websites that offer products and services, this new technology is in hot demand by our advisors and will undoubtably create higher levels of productivity and revenue opportunities.
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