Home Newspaper November 2005

November 2005

Focus on Products

Toronto-based Capital International Asset Management (Canada) Inc. has appointed Gordon Crawford, Mark Denning and Claudia Huntington as portfolio advisors for Global Discovery Fund. All three…

Vancouver-based Phillips Hager & North Investment Management Ltd. has added PH&N Canadian Income Fund to its product lineup. The fund comprises a mix of Canadian…

Two new portfolio advisors have stepped in to manage three funds at TD Asset Management Inc. Vancouver-based Connor Clark & Lunn Investment Management Ltd. will…

Franklin Templeton Investments Corp.’s shareholders have voted in favour of several fund mergers. Effective Oct. 21, 2005, Franklin U.S. Large Cap Growth Fund, Franklin U.S.…

New IFIC chair appears ready to prove the fund industry is backing investors

Unlike regular funds, these allow investors to make sudden, frequent moves

Common shares go into a trust and are split into two products — with varying success

Monthly income funds from RBC and CIBC are solid offerings, but a lower MER gives RBC the edge

Sentry Select Canadian Income Fund lead manager Sandy McIntyre sticks to his strategy

Despite uncertain political situations and weak currency, fund managers say there are opportunities — and bargains

Canadians’ emergency stash is a new market for niche banks

Advisors need to shop around carefully to find funds with solid yields

Policies offer straightforward life coverage with no surprises; the downside is they don’t accommodate unforeseen changes

IFIC recommendation aims for more consistency in terms used to define risk

Building Your Business

The end of the year is quickly approaching. Here are a few yearend tax strategies for your individual and owner-manager clients.> Tax-loss selling. Your clients…

Theatre tickets, special food items, a limo to go shopping — choose gifts that will show clients you have been listening

Strengthen relationships with your clients, offer expert opinions to the media, help out with a cause, develop networking skills

A small investment and a few security precautions can make technology work for you almost anywhere, anytime

FP Solutions makes it easier for you to develop long-term relationships with your clients

These three sites will make your clients more aware of what you do and what they should know about the industry

IDA regulations say messages have to be saved for five years — including any sent or received via mobile devices such as BlackBerrys

Author argues that advisors who want respect for their advice should ask clients to pay for it

There is lots of hype about the health benefits of drinking wine, sparked by a series of medical reports that credit the ancient beverage with…

Present icewine as an elegant holiday gift to your top clients

Make sure the temperature and humidity levels are right

But be sensitive to clients’ cultural taboos and personal tastes

The etiquette of giving wine to your clients for the holidays

Michael Lem of BMO Nesbitt Burns is following his own life plan by helping his clients reach their goals and dreams

Boomers — and their advisors — may be waiting in vain for those millions of inheritance dollars

Comment & Insight

No doubt everyone recognizes the name Red Adair, the legendary fighter of oil-well fires. If you didn’t know who he was before the Gulf War…

European pension managers set pace in adopting socially responsible investing strategies

It may seem like a marvel, but technology is only as good as the controllers you can locate

Danny Williams is more popular, much more in control

Ottawa’s relentless attempts to stop “tax leakage” may be biting hands that are filling its coffers

Treasury Board president Monique Jérôme-Forget tries to weld together public-sector deals

Where is the voice of the investment sector in defence of income trusts?

Investment research

Options can be used in various ways to improve a portfolio’s returns and reduce risk

Fairfax aims for a 15% annual ROE

U.S. advisor’s report suggests retirees don’t need to save as much as expected

High ROE is fine, ultra-high ROE may be burden

The highest value may be as a collectible, but very old bonds have remarkable powers to return to life — and profit

Economic and policy reforms and improved capital markets are bolstering hopes for full recovery in the Land of the Rising Sun

Aging populations and wonder drugs mean some global pharmaceutical companies will easily weather competition from generic foes

News

Planning firms take aim at the banks

Is the IDA ready to forgo its trade assocation role if it can broker a merger?

The u.s. dollar seems to be floating in mid-air, subject to some anti-gravity laws unknown to physicists and economists alike. But many still think the…

It also appears the SROs are short on a cultural fit, making mergers even less likely

Financial services educational institutions are revamping and enhancing their courses and their approaches to adapt to the competitive educational marketplace.

Investor restitution has never been a priority with regulators, but the issue is moving to the forefront

Former advisor ian Thow, accused of embezzling millions from clients of Berkshire Investment Group Inc., has fled to the U.S. state of Washington just days…

New screening process excludes funds less than five years old

But tax practitioners are deeply divided on whether Canada’s top court made the right decision on the Income Tax Act

Some dealers want independent advisors to opt for policies from their insurers

The U.S. wants greater access to Asia’s markets, so it will have to open its own doors wide — a move that will benefit Canada

The ability to convert a term insurance policy automatically to some type of permanent policy is becoming more difficult — and potentially costlier. This means…

Consumer advocacy group alleges uncompetitive and anti-consumer sales practices in P&C industry

Bill Rice is relying on his law firm management experience as he cleans up the scandal-plagued regulator

CEO admits taking on Allan Jacks was “a little tricky”

The ontario securities Commission has received more than 130 applications for membership in a new committee it has established to give retail investors a direct…

The high-performing bank wants to double this side of the business to claim its “natural market share”

The challenge for IT departments is how to cater to the diverse range of advisor skills, needs, desires