Investors should welcome blockbuster buyouts
Thanks to their role in the likely buyout of telecom giant BCE Inc., Canadian pension funds can join hedge funds, private equity players and foreign…
Thanks to their role in the likely buyout of telecom giant BCE Inc., Canadian pension funds can join hedge funds, private equity players and foreign…
ADQ leader achieved his goal to become Opposition leader
Shrinkage trend may be over
Re: “Group targets regulatory imbalance,” by Glorianne Stromberg (IE, mid-February, 2007).This letter is to correct the record further to Stromberg’s erroneous characterization of sales practices…
The investment community is on the outside looking in with the Conservative government
Why is the financial advis–ory industry not in a state of panic? Its very existence is threatened by a force that renders redundant the whole…
Can a low-key, square-headed farmer lead a brash, booming province?
U.S. catalogue offers everything you never really knew you needed
Governments have begun to modernize securities legislation, but more needs to be done
New rules would make more foreign issues eligible for registered plans
Focusing only on Canada’s stock markets will create an undiversified portfolio
Covered call writing allows advisors to build stock portfolios with a back-up plan
As a result of fading brand loyalty, firms in the sector are implementing various strategies to grow their businesses
Despite concerns about corruption, bureaucracy and a weak legal framework, Vietnam’s growth is based on sound fundamentals
While funds enable clients to profit by investing in international stock exchanges, firm sees trend toward exchanges going public
They believe Japan won’t do as well as its neighbours, but there seems to be no consensus on which markets will perform best
Shortcomings in education programs, lack of focus on ethics and governance
SunWise Elite Plus guarantees 5% minimum annual payout on an investment for 20 years, rivalling a Manulife product
Lots of research suggests that a portfolio of uncorrelated assets should have a higher risk-adjusted return than any of its individual components. The effect is…
Fidelity rolls out six managed portfoliosToronto-based Fidelity Investments Canada Ltd. has launched a lineup of six fund-of-funds wrap portfolios that will invest in a mix…
Criterion Water Infrastructure Fund, which invests in water industries, may appeal to clients concerned about the environment
Even though dividend reinvestment plans keep transaction fees at bay, they require a lot of paperwork
Commodity booster notes provide potential for full upside participation and guarantee investors’ principal
AGF International Stock Class and AIM International Growth Class should appeal to advisors who are looking abroad
Community involvement, special sponsorships are the best ways to get a firm’s name out to the public
But firms recruiting advisors are rolling out the red carpet and offering tremendous support
Advisors are frustrated with the burden posed by compliance, but they say firms are stepping up the protection they provide
New software, training are key to earning advisors’ satisfaction
With advisors asked to rate a broader set of criteria, the score was bound to suffer
Advisors say they want branch managers who will promote business development and the firm’s image
Necessary steps, such as increased communication, are being taken to bring the differing values in line
Focus should be on both training new recruits and career-long development
Many have put retirement out of mind; others don’t know if their firms have succession plans available
Firms that give advisors freedom and independence to operate and have open lines of communication with management fare best
Dissatisfaction stems from outsourcing, lack of actual support structures and poor communication
Products and services geared toward high net-worth clients are the best way to woo these individuals, advisors say
New firms, new questions highlight 15th survey of Canada’s brokerages
Firms that performed best are those that have the most accessible equity programs
Last year’s trend of swelling client rosters has been reversed; brokers boost productivity by focusing on high net-worth accounts
Advisors still demand freedom to sell what they want, as well as an ethical and stable firm
Mark your clients’ birthdays — and your continued relationships with them
Soon, one-quarter of Canadians will be over age 65 — and many will be vulnerable to predators
Margaret Hall, founding director of the Canadian Centre for Elder Law Studies at the British Columbia Law Institute and assistant professor in the faculty of…
Study the market, calculate how much space you will need, make sure there is a sublet clause
This case study is based on the situation of a client of the Covenant Group. Names and details have been changed to preserve privacy. Curtis…
Aileen Miga understands the importance of aligning goals with values. “When you orient yourself around your most authentic values, you’re more likely to make them…
Prospective clients get a “financial life checkup” at the initial meeting, says author Roy Diliberto
No tax on donations of publicly listed securities to private foundations — but the change comes with lots of new rules
Mackenzie Financial’s Winfund joins up with GlobeAdvisor ProStation — and it’s free
Here are some examples from advisors of how key person coverage has been applied:> Key person insurance coverage was purchased for a charity’s executive director…
Demanding, knowledgeable clients will raise the bar on value
Aileen Miga connects clients’ values and money
If you are thinking about moving to the newest version of Microsoft Windows, here are some pointers
But an office romance requires equal partners, thorough planning, tactful disclosure and professional behaviour
If you are running flat out, you may pay a price with your health, work performance or happiness
Key person insurance is one way to ensure the company your client founded will survive
Pick the right version of Vista, buy a “green” computer, 61 ways to save time, lock in your cellphone number
Statistics Canada report shows many people are retiring early, and very few have plans to become self-employed
Expects success similar to Caribbean and Americas, where it now will add wealth-management services
Disclosing salaries provides little insight into how senior employees perform
Lang Evans, the BCSC’s new director of enforcement, likes working “on the side of angels”
Peace between Morningstar Canada and the Canadian Investment Funds Standards Committee results in brand new fund scheme
Rumbles that Michael Lee-Chin will sell the company have existed for some time, but a deal may now be in the final stages
GMP, PPI team up
Advisors cautioned against endorsing the “Singleton shuffle” for clients until the most recent case goes through the courts
A two-storey brick test home in London, Ont., will be subjected to all kinds of nasty weather to determine what makes a better home
But business critics are disappointed that meaningful reductions in business and personal taxes did not materialize
Alterna Savings to offer short-term loans to offset cost of making buildings energy-efficient
New proprietary funds, more hires can be expected at Scotiabank following the addition of three RBC stalwarts
Investing Funds Practitioner newsletter is designed to let fund industry participants know what’s on the regulator’s radar
Regulators have taken a long time to study how best to deal with the two issues, and they may have found a way that’s quite…
Forecasts often off base
Differing provincial laws regarding rule-making powers add complexity to harmonization initiatives
Company says it will be business as usual for advisors and their clients under banner that has global recognition
CSA wants firms to provide much more detail on what they pay top brass
But they may not be putting aside enough money to make a down payment for years to come
Government and securities watchdogs try to find the right approach
