Changes hit independents hardest
Launch of Pure Trading, new requirements for best execution, will raise costs for small firms
Launch of Pure Trading, new requirements for best execution, will raise costs for small firms
The boom hasn’t created a utopia, but it sure beats a bust
Campaign aims to make Quebecers more responsible for their driving behaviour
Finance Minister Jim Flaherty gets his second shot at a federal budget on March 19. We hope this effort will be more ambitious and inspired…
Saskatchewan has it all, and many across the West are sitting up and taking notice
Under 30 with a small RRSP, few advisors want my business
”I am calling to say we will never call again,” says the telemarketer
Despite charges against a senior civil servant, the former government is not yet fully cleared
This strategy has a significant correlation with the U.S. presidential election cycle
Portfolios that focus on duration, bond proxies, high-yield investments and global bonds once again will be top performers
But investment and margin loans can be risky
The PEG ratio doesn’t work well in Canada because it reflects the widely varying correlation between earnings and stock prices
Although the financing measure has had tremendous success, it appears Ottawa will let it expire at the end of the month
But investment and margin loans can be risky
Increased growth in emerging markets and decreased litigation threats point to improving forecasts for tobacco companies
The PEG ratio doesn’t work well in Canada because it reflects the widely varying correlation between earnings and stock prices
This strategy has a significant correlation with the U.S. presidential election cycle
Companies that use genetic engineering to seek cures are expected to begin catching up to the Big Pharma firms
The process of bringing a biotech product to market is filled with unique terms
Pure biotech investments may not be the solution, so some managers steer investors toward broader health-care funds
Faced with competition from generics, the big specialty pharmaceutical firm is increasing its research and development
Quebec-based company is making significant progress in introducing drugs to treat Alzheimer’s and other severe diseases
Analysts like Cardiome Pharma and Æterna Zentaris because the firms have track records and products in late stages of testing
Its flagship product’s declining sales are cause for concern, but the firm has other products on the go
Make sure clients have title insurance to protect themselves from mortgage fraudsters; “drive-by” appraisals criticized
Help clients prevent mortgage fraud by recommending that they:
To make the message stick, you have to find ways to repeat it
Regrettably, almost all of the accusations in the revised Naked Investor are accurate
Standard Life’s Business Markets Program helps advisors understand the needs of business owners and offers tools for serving them
A high-school teacher introduced Millicent Hicks to saving for the future; now she is a TD Waterhouse financial planner
Some advisors feel discomfort in bringing up topics that touch on a client’s deeply personal issues, such as their willingness to share with others, their…
How much to charge and whether to bill by the hour or by the service can be determined by asking a series of questions
Whether your business is a small, one-person office or a large, multi-tentacled financial empire, your company can raise its consciousness and its profile as a…
Direct sellers offer tens of thousands of high-tech products on the Internet that can be delivered right to your door
How does an advisor deal with clients who don’t fit the new business model?
Helping your clients with their philanthropy will make you an invaluable resource
And an accident during a quick foray across the border could cost uninsured senior clients their homes
Financial planning isn’t all about investments. Indeed, that may be the least of it, says Millicent Hicks, a planner with TD Waterhouse Canada Inc. in…
If you find a message that hits a personal note, write it down and practise what you have learned
Niche planners help with every aspect of a client’s finances, from investment management to wedding costs
Many clients will have to make decisions about early retirement, bridge benefits, survivor benefits, Canada Pension Plan
Your mobile can be a nuisance if you don’t follow the basics of cellphone etiquette
Don’t give team-building a bad namePut time and thoughtfulness into planning activities that suit the ages and interests of your staffYour financial advisory practice is…
To soften the blow of its tax credit phase-out, the Ontario government increases LSIF limits for investing in publicly listed issuers
But some are taking a more defensive stance in the face of slowing economic growth projections
Claymore launches two exchange-traded fundsToronto-based Claymore Investments Inc. has launched two new exchange-traded funds that will trade on the Toronto Stock Exchange. They are Claymore…
A task force has come up with a workable solution to calculating daily NAV
Jeff Hyrich looks for good firms that have slipped but will pick themselves up
NPPNs offer enhanced returns, provided the underlying investments increase in value
Deposit broker: remove $100,000 insurance cap on registered investments
Investor comfort with risk tends to shift with the success they have enjoyed
RBC Canadian Dividend and TD Dividend Growth are two strong performers in the category. It’s difficult to choose a winner
Hugh Cleland, manager of the award-winning Northern Rivers Innovation Fund LP, watches his core holdings like a hawk
A new product from Desjardins Sécurité Financier costs less, but covers fewer illnesses than traditional CI policies
Environment, defence will get federal money
Barriers to disclosing environmental impact include pension fund trustee viewpoint, short-term focus
Luc Paiement wants to make sure advisors have the sense that they are partners in the business
A handful of young upstarts in the mutual fund business are pushing their way into an arena long dominated by a handful of industry giants.…
Proposed changes have specific guidelines for dealing with referrals, transferring jobs and clients moving to another province
Streamlined system should be welcome, but changes may not go far enough
Province to have the lowest income taxes in Canada — but Opposition notes rising service charges
If you’re concerned about how the revised DST time change will affect your hardware, consult with your employer before making any changes to your office-related…
Proposals by Market Regulation Services Inc. to alter its fee structure are seen as unfair
“Cost minimal, profits swift” as ME and Nymex announce Calgary-based derivatives exchange
The purchase of Putnam Investments makes GWL an overnight powerhouse in the US$7.2-trillion funds market
Investment industry organizations put their ideas on the table in anticipation of the March 19 federal budget
The latest in a series of acquisitions by CI is being lauded by Blackmont advisors, many of whom owned shares in the firm
The bank’s investment unit does a lot of deals on the Prairies, but says many more are out there
Software updates could prevent computer glitches when we spring forward on March 11 instead of on the first Sunday in April
