The art of the flip-flop
A majority doesn’t mean predictability; from Nortel to the TSX takeover, federal response on a range of issues is inconsistent
A majority doesn’t mean predictability; from Nortel to the TSX takeover, federal response on a range of issues is inconsistent
There was a time when B.C. ferries was the West Coast’s pride and joy. But now, thanks to political ideology trumping common sense, the 36-vessel…
The boom in shale gas wells is keeping prices down, but their steep production dropoffs could affect future prices in unexpected ways
Quebec City
More investors are turning to dividend-payers to stabilize returns over time. Here’s a look at the leaders over the past five years
“It is not the case that we are seeing the bursting of a bubble in precious metals,” says Nick Barisheff, president and CEO of Toronto-based…
One mutual fund manager argues that excessive pessimism has resulted in cheap valuations for many European stocks
Mackenzie Financial unveils equity fund
Study shows that retired clients would be better off looking at total return — the sum of dividends and capital appreciation
Make it a positive conversation
“Financial Checkup” is an ongoing series that discusses financial planning options. In this issue, Investment Executive speaks with Anne Hammond, a Canadian investment manager and…
Advisor Andrew Mayhew’s former life as a firefighter has proven handy when it comes to keeping clients out of incendiary financial zones. Instead, he encourages…
One way to ensure you retain your boomer clients as they get older is to become an expert in post-retirement planning. That means understanding the…
A U.S. study of affluent clients reveals significant deficiencies in their financial plans, estate plans and communication — with both their spouses and their advisors
A child becoming critically ill or dying is an event no parent wants to think about, even when considering insurance needs. Yet, insurance companies offer…
iCompete app offers unbiased information from multiple sources on your desktop, iPhone and iPad. A free consumer version directs clients to advisors who are using…
New products roll critical illness, disability insurance and life insurance into one package
Search for a satisfactory governance model drags on
Once considered the last resort of consumers with shaky credit, mortgage brokers have become the go-to resource for many first-time homebuyers over the past decade.…
The credit union hopes that its merger with Desjardins Credit Union will result in more competitive pricing on products
David Franklin, who recently took over as president of Sprott Private Wealth, is looking to add new services such as estate planning, asset allocation
Clients who invest in emerging markets may be exposed to individual company risks rather than country-related risks
Canadian banks look abroad to diversify, cross-sell products and boost fee-based revenue
A mid growing investor concern about the quality of China-based firms tapping the international capital markets, New York-based credit-rating agency Moody’s Investors Service Inc. recently…
Global and domestic regulators are struggling to develop a framework of rules to govern electronic trading
Acquisition of controlling interest by South Korea-based firm gives Canadian ETF company more financial muscle
Charlie Spiring to use skills honed at Wellington West to expand National Bank’s advisor force
Advisors with dedicated sales agencies and independent sales agencies say there is much to like about their firms (includes main chart and one other)
Independent advisors are seeing rising pay and more satisfaction, while those with dedicated agencies are seeing the opposite (includes chart)
Communication is cited as the key reason for solid back-office support. As for tech tools, internal websites draw advisors’ ire
Many say oversight of agencies would result in more uniformity across the channel and prevent advisor fraud
While there are some key differences between dedicated agents and independents, all are increasing their sales of insurance products (includes chart)
The ratings reveal that advisors consider consumer advertising and marketing support to be more important to their businesses
Advisors are placing far greater importance on topics related to the support they receive for clients’ retirement planning
