Home Newspaper Mid-February 2016

Mid-February 2016

Focus on Products

Toronto-based Arrow Capital management Inc. will host a special unitholders’ meeting in March to approve the restructuring of Raven Rock Strategy Income Fund and RRF…

IA Clarington Investments Inc., based in Toronto, launched three new mutual funds in January. IA Clarington Yield Opportunities Fund is meant to provide a steady…

Toronto-based Excel Funds Management Inc. has launched two India-focused mutual funds. Excel India Balanced Fund’s mandate is to invest in an actively managed, diversified portfolio…

Product Watch

For conservative investors, a truly difficult balance

Recent increase in U.S. interest rates may spell trouble for the global economy

Investment research

With equities markets in a serious correction, bonds are rallying in a flight to quality and options premiums have moved sharply higher

The drop in the loonie vs the U.S. greenback is saving the day, as are cost-cutting, margin expansion and major acquisitions

Sovereign debt, the safest part of the bond market, continues to thrive - and U.S. treasuries are the best of the bunch

News

Segregated fund families that maximized exposure to foreign and U.S. equities performed strongly in 2015

The independent investment-management firm is looking to double AUM within the next five years

Yvon Charest, president and CEO of Quebec City-based Industrial Alliance and Financial Services Inc. (IA), led Finance et Investissement‘s (FI) Top 25 ranking of leaders…

The OSC, the MFDA and IIROC are planning reviews of fees and incentives that could negatively affect clients

The market for clients and investment dollars is changing, upended by the low fees and convenience of fintech

MFDA report shows that many firms are failing to make a genuine effort to implement new regulations

Several concerns remain, such as linking payments to monetary sanctions

Study from U.S. firm found that advisors who made the switch to an AUM-based fee model retained 90% of their clients

Building Your Business

Rebecca Horwood was only the second woman to be hired at Canada Life's main office in Toronto. Before that, she worked in the fashion industry.…

Erin Roy has excelled running her own business in a small town. Flexibility is key to her success, at work and at home

A seasoned executive says women need more confidence about balancing jobs and family

The prime minister set a shining example when he named his cabinet, 50% of whom are women. But while financial services regulators are taking steps…

A growing number of working women say that they dream of opening their own shop. Although that route can be a solid alternative on-ramp to…

The days when many clients wouldn't entrust a woman with their finances are long gone. And the growing wealth of women as a group can…

Several firms are taking steps to recruit and support women in financial advisory positions. Those initiatives are not just the right thing to do they…

While technology can seem like something that makes work ever-present, the adept use of mobile connections also can be the working mom's best friend. Just…

Managing a successful financial advisory career while raising a family is not easy. Three women offer advice on what works for them

In a once overwhelmingly male-dominated business, women are proving to possess the attributes of an ideal advisor

The Canadian banking industry has been at the leading edge in hiring and developing the careers of women. "It's great for business," says one executive

Women may be imposing limits on themselves by assuming some career paths in financial services are geared toward men. That's not so more doors are…

Linking up with a mentor can help provide the competitive edge that comes with experience. And while women don't necessarily have to work only with…

The financial services sector still battles its reputation as an unfriendly environment for women, especially at senior levels. But the tide is turning, with both…

Front Page

Rocky markets make clients nervous about their finances

Clients seeking diversification are looking beyond government bonds

Focus will be on stimulus spending to spur long-term growth

Comment & Insight

There is a reason why Newfoundland is referred to as The Rock, as anyone who has walked any part of the island’s jagged, weather-beaten coastline…

Although the oil and gas and potash industries are taking a beating, Saskatchewan still has an ace in the hole - agriculture

From east to west, Alberta's pipe dreams are foundering on local fears of spills and their costs. But these worries are overblown

One party that has noticed the inroads the Liberals are making into the labour movement is the Conservatives