Home Newspaper September 2014

September 2014

Investment research

The long-term prospects for natural gas are very rosy, as supply is exploding with low-cost shale extraction while demand will rise even faster as liquefied…

Although the retailing sector has been in a funk since the market hit bottom in 2009, there are some elements worth analyzing

Focus on Products

Supply and demand generally are in balance, although there are some overheated conditions

Toronto-based TD Asset Management Inc. (TDAM), which handles the portfolio management of TD Mutual Funds, has announced its plans to terminate the operations of two…

Toronto-based CIBC Asset Management Inc. (CAM) has expanded its investment team, with Scott Vali taking on the role of vice president, equities, and portfolio manager.…

Toronto based Manulife Investments has added three mutual funds to its global fund lineup: Manulife Global Dividend Fund, Manulife Global Dividend Class and Manulife Global…

Toronto-based CI Investments Inc. has launched Cambridge Growth Companies Corporate Class Fund, which offers investors an opportunity to focus on high-growth, small and medium-sized companies…

Too many advisors pay too little attention to how a client's risk label is determined

Comment & Insight

SAM KATZ IS NO ROB FORD. Unlike Ford, Katz knew when enough was enough after more than a decade in office. He announced in June…

Ontario's new pension plan could eventually help reduce the public/private gap

A summer of discontent, from bad weather and slumping potash prices to Roughriders blues, has locals looking forward to better times

Beer and wine for insiders doesn't flow on the Hill the way they used to, having been replaced by other things

Front Page

The OSC is not impressed by fees with default options

Technology on self-directed platforms has continued to improve

Advisors’ Report Card

Powered by surging stock markets, advisors see gains in key metrics

Advisors across all channels of the financial services sector are adamant that their firms are providing independence, a positive work environment and stability. Yet, these…

Advisors expect their branch managers to be supportive, knowledgeable and resourceful leaders who can be relied upon

Financial advisors across all channels of the financial services sector look to their firms to provide the necessary training to keep advisors’ knowledge and skills…

Support for mobile technology and for using social media rose in importance - and it's the younger advisors driving this trend

Not only is recognition a poor substitute for better pay, many advisors say, but it's just the top advisors who are rewarded

As the glut of baby-boomer advisors continues to get older, succession programs are becoming more and more important

For the most part, firms are on the ball in helping their advisors deal with the major regulatory changes that are taking place in the…

It's been a great year for advisors, as they are enjoying an all-time high in the average book of business while their firms continue to…

News

TD Wealth PIA is finding that Twitter helps advisors find clients and build current relationships

These products can smooth the performance of traditional balanced portfolios

The CSA's plan to regulate proxy advisory firms is too soft, say issuers and unnecessary, say investors

Building Your Business

Many advisors are considering a merger or partnership as a way to strengthen their business and create a succession plan. Joining forces with another advisor…

SPAMCanada's new anti-spam law is one of the toughest in the world. While this legislation has stirred controversy and confusion, there are steps you can…

Advisors are under pressure from regulators and clients to be transparent about fees, while sector trends are driving margins downward. It's up to you to…