July 2016

Focus on Products

Toronto-based Sun Life Global Investments (Canada) Inc. has partnered with London, U.K.-based Aviva Investors to launch a new multi-strategy investment fund. Sun Life Multi-Strategy Target…

Toronto-based Invesco Canada Ltd. recently launched two income-focused mutual funds. Invesco Global Bond Fund is an actively managed, global fixed-income strategy focused on delivering income…

Toronto-based Horizons ETFs Management (Canada) Inc. has launched an exchange-traded fund (ETF) for investors looking for exposure to the Canadian dollar (C$). Horizons Canadian Dollar…

Three new funds offered by Toronto-based RBC Global Asset Management Inc. seek to offer unitholders long-term capital growth while minimizing exposure to currency fluctuations through…

Lévis, Que.-based Desjardins Group has launched three mutual funds focused on socially responsible investing (SRI). Two of these funds, Desjardins SocieTerra Environmental Bond Fund and…

Active Share alone is not the best way to find outperformers

Rebound in resources is partly a result of commodity prices firming up

Front Page

One goal is to reduce the potential for regulatory arbitrage

Different regulators are covering the same turf

Net redemptions of mutual funds are easing off

News

Low oil prices have taken a toll, with diversified firms faring better than those with fewer revenue streams

TC Media/Credo survey shows that life insurance is less popular with certain groups

The Common Reporting Standard will require firms to identify clients who are tax residents of foreign countries

Report Card on Banks

Given the many changes to this year's Report Card, firms' lower ratings may not be that much of a surprise

Although most advisors say back-office functions need improving, some firms are meeting their advisors' expectations

Advisors have opportunities to make their voices heard, but many complain that their firms do very little with the feedback

Banks are improving their financial planning tools as the practice becomes more important to the firms and their advisors

Advisors with banks, who tend to be younger than brokerage and dealer reps and get paid mostly by salary, are holding their own

There's much debate about how robo-advisors will impact the traditional financial services sector

Advisors would like to see their banks promote financial planning rather than only mortgages in their advertisements

How advisors rated their firms

Banks are well prepared to deal with the unique issues affecting aging Canadians

Building Your Business

From Saturday Night Live to Google, research shows that psychological safety is the key factor that sets top-performing teams apart from the pack. Team members…

Summer sun can mean more exposure to harmful UV rays, which can accelerate the development of cataracts and other eye problems. Sunglasses can reduce the…

Senior clients may be vulnerable to exploitation by family members, friends and strangers. While investment industry groups are finding ways to identify and prevent financial…

When asked by prospects to explain what differentiates you from your competition, chances are your answer will sound all too familiar. This five-step process can…

Comment & Insight

Politics in Quebec is always a box of chocolates. After a disastrous start to the year, including a divorce from Quebec media diva Julie Snyder,…

The pristine, fauna-packed waters around Vancouver and the Lower Mainland would be hard hit by a major oil spill. Will the Trans Mountain pipeline trump…

The people of Fort McMurray face a huge rebuilding task. But more than effort, time and money, the town's future will turn on the price…

The OSC is clear about its position on the best interests policy debate and is prepared to demonstrate leadership in this area

Investment research

Amid weaker than expected economic growth in the U.S., flat rates and unknowns such as the fallout from the Brexit vote, bond investors may want…

The commodities slump has hit independent investment banks hard. But better days could be ahead