Product Watch: New global equity fund from Steadyhand
Dynamic Funds creates new portfolios
Dynamic Funds creates new portfolios
Some fund managers are encouraged by recent improvement in equities markets others suggest the rally could turn to dust within months
Veteran value manager David Taylor will work with IA Clarington on new Canadian equity and balanced funds
Annual spending of more than 2% of savings may be unsustainable
The pros and cons for income-seeking clients
Drawing on the need to serve conservative investors better, Toronto-based Russell Investments Canada Ltd. has added two fixed-income oriented products to its lineup of Russell…
Death notices are getting rather dramatic. All I want are the basics
The CRM will help ensure a consistent standard of conduct in the investing process and enhance respect for advisors and firms
HALIFAX
REGINARegina's longtime mayor is stepping down. His grand plans for Regina may disappear as well
QUEBEC CITYVoters seem deeply unimpressed by all of their options, giving and yanking support from one season to the next
OTTAWAMany Canadians embrace low rates, but they also seem unaware of the downside of prolonged low rates on savings and pensions
Editorial
If you are already sleep-deprived, the arrival of daylight time can make matters worse. Pay attention to those bleary eyes and review your sleep patterns.…
The class of potential clients known as "suspects" can be converted to "prospects" - and then to clients - with an organized approach that includes…
Bob and Melanie, both 55 years old, are a married couple who are pondering retirement however, the timing of their retirement could result in either…
Ed Rempel started blogging as a way to increase financial literacy. That's still his main purpose, but his large online following also has expanded his…
This book dealing with decision-making is useful in an era when many advisors do not receive formal sales training
Advisors can overlook some of the less common types of insurance products that can be useful for affluent individuals
When DundeeWealth provided Apple's popular tablet computers to its advisors, Rob Jones of Sudbury, Ont., jumped at the chance to improve the way he serves…
Keeping clients focused on their long-term plans can be challenging when the mainstream media are offering sensationalist economic news and conflicting messages. Financial advisors explain…
Members of Generation Y are helping grey-haired baby boomers ease the transition of financial planning practices. Find out what works - and what doesn't
As any enterprise grows, it becomes more bureaucratic in order to cope with the increased complexity of its business. When that happens to a financial…
Behavioural economists have devised techniques to help clients stick to their financial plans. Clients with vivid images of their retirement commit to more ambitious savings…
There is no one consistent theme in financial services, as results were all over the map during the final quarter of 2011
After a tough 2011, Sun Life Financial says it has a multi-pronged plan to boost performance in several sectors by 2015
A case underway before the MFDA shows how the divvying up of regulation may compromise investors
A wide range of views on CSA paper
Although 2011 was a dull year for preferred shares, their yield boost over GICs and some bonds could turn them into winners this year
New research reveals that the stocks with the least risk, as measured by volatility, have provided the highest returns since 1926
Industrial metals peaked during the recent commodities boom, and now are beginning to regain their lustre
The threat of a hard landing appears to have been greatly exaggerated, as China's economy is still growing solidly
Although much work remains to be done
Regulators are doing a fairly good job of including dealers in their review processes, but more can be done, some compliance officers say
Compliance officers laud all the regulatory bodies for their efforts in being transparent about their policies
A merger between IIROC and the MFDA would result in less of a regulatory burden and lower compliance costs, CCOs say
Compliance officers say the regulators are becoming more aware of the regulatory burden, but are doing little to mitigate it
Dissatisfaction in the "fairness" categories centres on the perception that regulators are too rigid in their approach
The chief compliance officers surveyed saw little change at the regulators, despite the difficult year these bodies have faced (Includes chart)
Natcan deal will created a strong fixed-income team
Implementation of the just approved CRM will take several years
Merger of accounting groups no sure thing
