Home Newspaper Mid-February 2010

Mid-February 2010

News

Brenda Leong says the securities regulator needs an integrated approach to deal with fraudsters

For sophisticated investors, returns on P2P social lending can compare favourably with those on fixed-income (IE:TV)

Smartphone trades could be next

More clients want to control their trading

Forget about massages and bubble baths. Among the financial advi-sors who experienced higher levels of stress in 2009 vs 2008, 59% changed their work habits…

But it’s a different story for those advisors who adopt a passive approach to client relationships (IE:TV)

Almost six in 10 post-secondary graduates have student debt; their financial well-being and that of their parents are affected

Fewer and younger savers will probably mean reduced contributions in the years ahead

Requiring more firms to belong to an SRO may be one useful solution

Seamark is managing funds for GrowthWorks under the new Matrix parent; both firms to benefit from size of the new entity

Comment & Insight

Hundreds of millions are flowing into the power utility to provide better supply — and jobs

Manitoba is pulling out the stops in this Olympic year to try to gain the attention of expats

The Tories are finding that Internet-based opposition packs a hefty punch

Focus on Products

New subadvisor for Counsel

Many income trusts have converted to corporations in anticipation of taxation method changes in 2011

For traditional diversified portfolios, asset mix is important for level of returns

Investment research

You can’t go wrong with putting clients in these bonds, experts say, as they will perform well regardless of the shape of the recovery

Driving the investment demand for the precious metal is the fear that the U.S. dollar will be devalued further

Building Your Business

An advisor in Saint John hopes to have a vast area designated by UNESCO

Frank Arnold always loved Nature, but it was B.C. clearcuts that made him an advocate

A former urbanite has put down green roots

Glen Simpson lends his business experience and a passion for Nature to the Toronto Parks and Trees Foundation

There’s a growing consensus that environmental goals will drive future profits

Ken Thorpe’s boyhood passion for birding has led him to volunteer with groups dedicated to preserving natural habitats

Some companies are helping employees who want to volunteer for environmental causes

Vancity investment advisor takes steps in the community, at home and at work to help promote environmental issues

The move to sustainable economies places the focus on producing better living standards and a healthier environment

Stephen Whipp, a certified financial planner in Victoria, spends about 20 hours a month on several environmental projects

Many non-profit organizations can benefit from the skills of business people and professionals