Home Newspaper December 2014

December 2014

Comment & Insight

It can be politically advantageous to have scoundrels in your midst. When scandals hit and the public grows weary of your political party, you can…

A new "smart toilet" has memory and a remote control. But if my toilet has memories, I would prefer it keep them to itself

This year's federal budget update has to leave many fiscal conservatives wondering about deficits linked to tax cuts

New trade agreement with the European Union offers huge opportunities for Canada's investment industry

There's a movement to bring back the baseball team to Montreal a decade after its departure

A new installation marks the largest transmission capacity for tidal power in the world and could open doors for Nova Scotia

Focus on Products

Toronto-based Bridgehouse Asset Managers, a division of San Diego-based Brandes Investment Partners LP, has announced changes to its investment funds lineup, including the addition of…

Toronto-based First Asset Investment Management Inc. has launched two new exchange-traded funds (ETFs) that track indices based upon the proprietary factor methodology from Chicago-based Morningstar…

Recent research shows a pattern of small-cap underperformance

Toronto-based Mackenzie Financial Corp. has appointed Ashley Misquitta as vice president, investment management. Misquitta will become lead portfolio manager of Mackenzie U.S. Growth Class Fund.…

Toronto-based Horizons ETFs Management (Canada) Inc. and its affiliate, AlphaPro Management Inc., have changed the names of the Black Swan ETFs series, which seek to…

Portfolio managers say valuations have dropped to attractive levels

Building Your Business

Planning your exit with a 10-year time horizon has its advantages. You can start training the advisor who will replace you at an early stage…

Many clients do a poor job of reviewing and organizing their life insurance coverage. But there are new tools to help, and you can support…

Appropriate gifts and events can turn a hectic season into a memorable one. Here are some ways to help you hit the right notes this…

Recent events have raised awareness about what constitutes civil and uncivil behaviour in the workplace. You should make sure your office has a policy regarding…

Robert and Clarice, both 45, are in a good position to reach their retirement goals. But for Clarice's mother and father, things are not as…

Book review: So You Think You Are Ready to Retire?

What happens to the online accounts your clients hold with social-media networks, banks, vendors and other organizations when your clients die or become incapacitated? Failure…

While life expectancies are getting longer, the time in retirement that clients really will be able to enjoy - through travel and other activities -…

Expense management can be a lot easier, thanks to several apps that enable you to record, sort and store your receipts using your smartphone. Some…

Creating a successful partnership means more than working with someone you can get along with. It means finding another professional whose skill set is compatible…

Andrew Maio, who has a degree in education and a background in teaching, has made promoting financial literacy a major component of his practice. It's…

With the arrival of the cold weather, there’s a temptation to hunker down indoors. But if you push yourself to stay active, you might be…

News

Bharat Masrani is the new group president and CEO at Toronto-based Toronto-Dominion Bank (TD). Masrani is a member of TD’s board of directors and brings…

Two new directors have joined the board of National Bank of Canada, based in Montreal. Raymond Bachand is a former member of the Quebec national…

Calgary-based Aston Hill Financial Inc. has announced the appointment of Peter Anderson to its board of directors. Anderson was a senior executive at CI Financial…

Rahim Rajwani has returned to Vancouver-based independent brokerage firm Salman Partners Inc. He rejoins the firm as its new vice president of corporate development and…

The organization believes that both the securities industry and investors would prefer reporting based on the calendar year

A new national strategy for financial literacy focuses on educating three broad groups of people

Firms that provide online robo-advisory services are extending that service to advisors so that they can focus on serving clients

Volatile markets and a decline in GMWBs have caused a surge in seg fund sales. Some insurers are hiking fees and introducing new products

With the CSI's exclusive contract coming to an end in January 2016, the timing appears right for an overhaul

Ray Chang was crucial to the success of CI Financial. But when he died this year at age 65, he left a legacy of giving…

Investment research

Trading in U.S. government debt surged to an all-time high during the stock market swoon in October

You may want to recommend a covered strangle to wary investors as a way to take advantage of current volatility

Six stocks in particular are leading the charge, as they have closed above their six-month average prices

Front Page

Sentry Investments’ Michael Simpson is Investment Executive’s Mutual Fund Manager of the Year

The appeal for advisors is a lower tax rate on revenue

Managing fixed-income investments has become more complex