Iron-man advisor
”Forward motion cures all,” says Bay Street athlete
”Forward motion cures all,” says Bay Street athlete
Brian Culbert, first vice president with CIBC Wood Gundy Inc., has a multi-pronged strategy for building client confidence in tough times. It combines service, regular…
Eat more fresh fruits and vegetables, avoid processed foods and season with sodium-free alternatives
Clients worried about markets are realizing that insurance can help provide capital preservation (IE:TV)
How you can retain your clients during tough times, and welcome new ones who have left their flock
Some advisors use lending to build clients’ portfolios as well as their own books of business
The way to build your book in today’s climate is to treat prospects like clients. That means:> instead of sending prospects an information package, put…
New service helps determine adjusted cost base of distribution-producing investments such as income trusts
A Halifax couple with lowered incomes and asset values should use insurance and annuities to protect the future
Keeping in touch to update KYC information, especially during tough times, is a moral and fiduciary responsibility
Show clients that you don’t have to have lived through a recession to guide them through one
Offering informed advice on new products is a good way to demonstrate your value to existing and prospective clients. The new registered disability savings plan…
Successful advisors will integrate communication for clients and prospects
Writing options on stocks that are outperforming the putrid market could give your clients a double win
Despite the precipitous decline in the prices of certain commodities, the bust should last for a matter of quarters, not years
Earnings of sin stocks are not tied to the ups and downs of the economy
In a market terrified of defaults, bonds with complexity could see fortunes shift
Your attention must now turn to whether a company has the financial strength to survive the recession
Lobbyists are thriving in the hallways of the secretive Harper government
Ian Thow spun a web of deception that even skeptics bought, right to the end
Editorial
Screening fund practices for conflicts may reduce civil liability
Montreal
Editor's letter
It’s best to let growth occur unimpeded; the downturns always arrive
McGuinty’s request that reporters back off may have started something
AGF shuts down fund
Study shows that unhedged portfolios generally perform better
But so far, distribution cuts have been rare. And some REITs have been less affected than others by the economic downturn
Study attempts to determine a better way to measure fund risk
Two Canadian equity funds with distinctly different strategies
Some see tentative signs of a market bottom, but suggest the economy will muddle along for a while yet
Canadian deal volume, always modest, fell off a cliff last year
IPOs were among the hardest-hit stocks last year; the few big winners didn’t outweigh the underperforming majority
There were only a handful of non-resources IPOs in 2008, and the market has not been kind to them
For investors, opportunity may lie in preferred shares; for companies, there are other ways to go public
But firms find other ways to raise money
Alternative investment designation gives advisors a better understanding of strategies and how they work
Venture capital investment is declining but would greatly improve with sufficient tax incentives, the industry says
Big Six raise money to ride out the storm
The CSA and some international regulators have come up with plans on how to regulate these agencies
They say the federal government should examine problems at the core of the pension system
Mark Cummings says the firm’s key to success is its cheap, efficient distribution network
The Winnipeg-based firm is seeing growth in its AUM and is looking to expand its services to two more provinces
Two life settlement companies are in court, as creditors and other problems pile up
Regulators are overdue for a full response to the concerns of retail investors
