SOB’s new look
Stepping out in downtown Toronto these days is likely to be a lonely experience for those north of 50 or so. Even though baby boomers…
Stepping out in downtown Toronto these days is likely to be a lonely experience for those north of 50 or so. Even though baby boomers…
B.C.'s opposition to Northern Gateway borders on the bizarre
The PQ's Marois is scaling back her ambitions - for now - rather than risk more political turbulence
Many now see Harper and his government as being ethically challenged
Editorial
Early experience in the U.K. suggests that the impact may not be as harsh as feared
Only the banks had solid earnings gains, with most companies seeing either losses or drops in their net income
Both retail and institutional investors are stepping up the pressure for speedier reform, citing foreign examples of change
Some representatives of the fund-management and dealer industries say that small investors could be hurt by any ban on embedded trailer fees for mutual fund…
How advisors rated their firms
Firms are failing to live up to their advisors' expectations regarding the back office. Most issues are related to the staff
Advisors say there are various reasons why they feel their feedback is ignored. Will their firms step up and begin to listen?
Advisors still are concerned that certain key metrics are omitted from the calculation used to determine their pensions
Although advisors at most firms say there is much work to be done, those with two banks report significant levels of satisfaction
Deposit-taking institutions need to do much better when it comes to advisors' compensation structures
There were lower ratings across the board - and for three banks, in particular.But there also were bright rays of light
Younger advisors are joining the business in greater numbers
Two options strategies require you to have a bullish longer-term view. The choice depends on the current level of volatility
With North American bonds offering a pittance for security, you'll find some good opportunities overseas
Premiums for new policies are tied to interest rate fluctuations
Would tax change to trusts generate much revenue?
Working with clients whose health makes them difficult to insure can involve more work than usual and the outcome is not always favourable. But helping…
Security breaches and recent reports of snooping by the U.S. government have raised questions about the security of cloud-based storage companies. One solution is to…
Research suggests we should be using sunscreen every day
Chances are you have a client who has a family member with some kind of special need. An advisor who lacks a basic understanding of…
A series of calculations will help you arrive at a credible number with which to begin your negotiations. Whether the practice sells for that price…
A high net-worth client describes what turned him off during his search for a financial advisor - and what one candidate did to make the…
Fund portfolio managers' views range from bearish to bullish
Toronto-based Front Street Capital Inc. has appointed Rick Brown as senior portfolio manager of fixed-income. He will oversee all fixed- and variable-income portfolio-management responsibilities at…
Toronto-based BMO Investments Inc. has announced changes to a number of its mutual funds. BMO Asset Management Inc. (BMOAM) will replace both New York-based Lazard…
Toronto-based FT Portfolios Canada Co., an affiliate of Chicago-based First Trust Portfolios LP, has launched its first set of fundamentally weighted dividend exchange-traded funds (ETFs).…
Toronto-based Manulife Mutual Funds has given Roberto Sanchez-Dahl, managing director and senior portfolio manager, and Paolo Valle, managing director and senior portfolio manager, both with…
Relying on the 4% rule of thumb is not the best idea
