Legislating fairness
Market regulation is crucial, but it will never be the whole answer when it comes to stopping offside conduct
Market regulation is crucial, but it will never be the whole answer when it comes to stopping offside conduct
A recent marketing poll has found that a phantom party led by businessman François Legault would easily upset the PQ and the Liberals
A series of high-profile missteps, at home and on the international stage, could signal that Harper’s bumpy tour of duty in Ottawa is coming to…
SRO’s proposal to revive its arbitration program for dealers raises important questions about the limits of its authority over members
While empty storefronts bloom and Nova Scotia’s unemployment rate continues to rise, the provincial government has raised the minimum wage by 20% in 18 months
Exotic pets, such as monitor lizards, are all the rage. But when they die or go missing for weeks at a time, their owners seem…
Editorial
The total returns of top Canadian stocks were not bad for the first decade of a secular bear market
Remember those very rich bonds with 10% yields issued by several chartered banks at the height of the credit crisis in 2008-09? Sold at the…
Australia has a lot going for it, and analysts are optimistic about the country’s prospects following the global recession
Long seen as “too risky,” Africa’s economies are growing at a remarkable pace
But what typically drives performance is the use of leverage. And too much of it can cause even the best strategies to fail badly
Executives and professionals often don’t have sufficient long-term disability coverage to replace their income
Advisors can engineer globally diversified portfolios with customized exposures to markets
New income fund from CI Investments
“There is more macroeconomic risk than there has been for a long time,” says one mutual fund manager
We should be aware of the limitations of studies that attempt to measure the worth of advisors
By purchasing Hartford Investments, CI receives a stable of mutual funds and some of Canada’s top portfolio managers
Proposals aimed at updating the little-used arbitration system for investor complaints has generated controversy
Newly appointed chairman Howard Wetston has the tough task of presiding over what are likely to be the regulator’s final years
New research suggests there is a tangible payoff to improving financial literacy
Former head of Montreal Exchange says the feds are “misrepresenting the situation”
A Senate committee recommends that Canada widen its public savings plans
As president of Daystar, Ken Rousselle is hoping to boost education for advisors and better integrate the MGA’s branch network
It’s getting harder for firms that have proprietary career sales forces to retain those agents, says a new report
Canada’s competition law landscape is changing, with new offences and merger provisions that require careful review
Despite the increasing popularity of online banking, retail branches are still seen as vital channels for sales and service
New fund family brings together talent from within Sun Life’s network as well as from a number of global partners
The establishment of TIGER 21 in Canada will help the wealthy become managers of their assets
Low interest rates have forced insurer to hike premiums
Financial services firms are putting a greater focus on retirement planning as a holistic strategy
The CLU Institute, now known as the IAFE, will have more autonomy because it’s no longer attached directly to Advocis
Manulife, Sun Life and Great-West Lifeco top their Canadian competitors in a global survey of asset managers
New efforts that promote the virtues of having a financial plan in place could be beneficial for advisors and clients alike
The lifestyle retirement planning group was far ahead of its time, but now its survival depends on finding a new dance partner
Members now have increased duties to monitor for money laundering or terrorist financing activities
The account-opening stage is key
The introduction of the Canadian VIX will measure market volatility and may provide new investment options
If you find yourself with clients who are cash-strapped, debt-burdened and unable to save, you certainly have plenty of company.That’s because more than half of…
Canada’s third-largest bank reorganizes into four core businesses
If you have your own financial advisory shop or have clients who are small-business owners, you might want to rethink how you or your clients…
Frank Maselli demonstrates that organizing a successful event means connecting emotionally with your audience
“Software as a service” offers a variety of benefits, including easy access via a web browser, high-end data protection and significant cost savings. Here’s how…
Only 53% of Canadians are knowledgeable about critical illness insurance, which indicates tremendous opportunity in that product space to grow your insurance-based business
Eldercare
Advisor profiles
Your boomer clients may need help in caring for their aging parents. They’ll have questions — from estate planning to housing and special care. You…
Silo partnerships vs professional ensembles
Compliance experts explain how you can turn an audit into a beneficial experience for your business
Tanya, an investor who is separating from her husband, should be able to buy a two-bedroom condo in Vancouver and have enough money into retirement…
Many widely held beliefs about getting client recommendations have been disproved by research. Understanding the realities of referrals can help you build your business
Helping seniors and their families navigate the challenges of later-life transitions has remained a passion of Bev Evans since she entered the financial services industry…
Proponents of aromatherapy say essential oils have healing properties
Letters of engagement clarify clients’ goals, now and in the future. These documents also serve as efficient planning and prospecting tools. So, why don’t more…
An advisor who would like to combine his resources with several other advisors at the same firm asks “Coach’s Forum” if forming the partnership, which…
