Global machinery sector offers interesting plays
The complexity of the sector, which is affected by various cycles, means you have to look at each company individually
The complexity of the sector, which is affected by various cycles, means you have to look at each company individually
Bond investors can now be in a position to capture value if they invest in the right types of bonds
Although mediocre returns are expected to persist in 2008, there are some promising firms
This strategy presents opportunities when traditional trading ranges are breached
Some stocks defy down markets and do well despite the general misery
India is continuing to surprise, while China’s bull market may be on the verge of a bubble
Re: “National communication rule needs reform,” by Ian C.W. Russell (IE, October 2007).Although we at the Securities Transfer Association of Canada agree with Russell’s conclusions…
Snow, government help and new investment brighten the industry’s outlook
Old stuff sometimes soars in value — just not mine
On the cusp of a new year, resolutions are made but typically soon broken. After the ride the financial services industry took in 2007, here’s…
The Harper Government shows myriad signs of being too stressed to govern well
As of the new year, a monster from the Ralph Klein era will be dead. The Alberta Energy Utilities Board will no longer exist, replaced…
Regulators need to ensure new platforms preserve liquidity and investor access
When I was growing up, one of my dad’s favourite sayings was: “Early to bed and early to rise, makes a man [and, presumably, a…
Popularity of insurers’ guaranteed minimum withdrawal benefit plans based on fear of not having enough retirement money
Retiring boomers will provide opportunities for financial services providers
Noah Blackstein seeks companies that boast revenue and earnings growth in the high teens or better
Investors in CI American Value have actually made money; those in AIC Value have not been so fortunate
Excel launches two new fundsMississauga, Ont.-based Excel Funds Management Inc. has launched Excel Emerging Europe Fund and Excel Money Market Fund. Excel Emerging Europe Fund…
The only hope for investors is to become more knowledgeable and aware
Will the U.S. economy slip into a recession? If it does, what are the implications for Canada and the global economy?
There are lots of options, but shop around in order to find the right mix of rates, liquidity and risk
Carriers are resisting demands for disclosure of insurance costs in new documents
Industry watchers say added costs could be driving the trend
Greying advisors need to focus on looming transition issues
If transparency is essential to preserve investor confidence, why isn’t there more of it?
The two co-operative movements are partnering on more initiatives in order to keep their clients away from the big banks
Last year’s credit crisis will probably mean a massive overhaul of financial markets
The federal government said it would consider the idea, but it seems more interested in tax cuts
New therapies mean patients are living longer, but many face financial challenges
Chris Robinson had grown his home-based financial advisory business over the past 18 months. But there were signs he had outgrown his domestic location. He…
“I’m just an average guy doing my job,” says Kevin Cochrane, a financial advisor with Assante Financial Management Ltd. in Dartmouth, N.S. There is, however,…
Assante’s Kevin Cochrane of Dartmouth, N.S., aims to make his clients as rich as they need to be, with minimal risk
With retirement looming, higher debt and a taste for lattes, boomers need to focus on saving
A home-based practice can be economical, but for this advisor it was time to move up to a “real” office
A written agenda helps you and your client clarify goals
Although many financial advisors have hitched their wagons to prosperous baby-boomer clients, there could be busi-ness opportunities ripe for the picking by shaking the branches…
As advisors move to asset-based or hourly fees, commissions remain popular
Book details methods of creating and sustaining profitable relationships with other professionals
The sooner you recognize the symptoms and seek treatment, the less you’ll suffer, say experts
Software considers all the variables to create retirement projections
She wants to pay for grandchildren’s education but she must start by diversifying
Strategies to boost business in 2008 with new and existing clients
A well-crafted kit can help establish credibility with new clients
With remote PC access software you can access files on your office computer from home, the cottage, even on a cellphone
What effect will regulation have on the industry’s ability to compete?
Société Générale chooses Calgary as entry into Canadian market
Financial Management Brokerage merger with Simon Jackson Insurance gives firm a national profile
But provincial securities commissions, except Ontario’s, argue that the focus should be on improving the current system
Couples are now better prepared for retirement because of increased registered pension plan membership among wives
Canada’s market is in its infancy but may be poised to start growing this year with the introduction of some products
The proliferation of B.C.-based sham business ventures registering in the U.S. is finally catching the BCSC’s attention
When money-losing clients take action, advisors are being found liable more often
Portfolio Strategies’ Mark Kent says there are certain situations in which client accounts receive no IPC coverage
Dean Connor will focus on firm’s growth in wholesale, direct sales and pension businesses
The Caisse de dépôt et placement du Québec will question the benefits of the deal for the MX at a hearing next month
Most economists are quietly optimistic about the outlook for 2008. Despite the turmoil in credit markets — and the economic uncertainty it occasions — most…
Canadian regulators, police and prosecutors compare unfavourably with U.S. counterparts
The debate over dual-class shares heats up
The Winnipeg dealer has plans to go public but weak financial markets may well postpone its IPO until 2009
CEO believes firm could become one of a few financial services giants
ABCP takes its toll on corporate earnings
