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TIGER 21

Immigrants are big potential source of business

Many newcomers have large amounts of investible assets; one study says only 27% receive financial advice

New BluMont CEO targets retail market

James Wanstall says his firm is “not trying to be all things to all people”

Overtime suits against the banks remain unresolved

In a relatively new area of litigation in Canada, financial services companies have come under fire

Foresters aims to grow on back of balance sheet strength

Flush with cash, the fraternal benefits insurer is ready to step into asset management if the right opportunity comes along

Banks reach for the top

Aiming at ultra-wealthy

Lurching toward disclosure

Or should regulators intervene more directly to protect investors?

TSX’s latest run at alternative trading systems

Operating on a separate platform, TMX Select will benefit from the new “order protection” rule

MGAs coming under regulators’ scrutiny

Industry review considering whether OSFI guideline should apply to this growing industry

New rules mean banks face beefed-up capital requirements

But there are moves afoot in some countries to establish even higher standards than those set by the Basel committee

Website aims to make financial advisors obsolete

Optimize.ca allows investors to compare the funds they own with those that are rated as being better and offer lower fees

  • By: Paul Brent
  • October 18, 2010 May 31, 2019
  • 10:28

Two P.E.I. credit unions ready to amalgamate

Merger would present growth opportunities for new, as yet unnamed firm

Financial services profit survey: Rebound continues in earnest

Many financial services firms had better results in the second quarter of 2010 compared with the corresponding period last year, but 10 of 49 firms…

Competition heats up for immigrant market

Banks begin marketing to newcomers before they have left their native countries

The issue of fund costs remains murky

Maybe what’s really important is the cost of funds vs investors’ actual returns

Outlook: U.S. is the key

Canada’s economic growth depends on it

CSA proposal on proxy voting raises big concerns

Many say that despite the regulators’ best efforts, the proposal will lead to a lower incidence of retail shareholders voting

Outmuscling the competition

John Kearns says Northwest & Ethical has the heft to compete in new markets

  • By: Jade Hemeon
  • September 27, 2010 March 1, 2019
  • 11:15

Bringing clients, advisors together on the web

Know Your Financial Advisor website lets clients rate advisors; firms’ compliance departments can monitor activities

Manulife battles headwinds

A slumping share price has some investors concerned

New investor-focused web page could be a marketing tool

AdvisorReport, IIROC’s new web page, could help good advisors promote their clean records; but some have reservations

BCSC sets regulatory target on the exempt market

Far-reaching proposal, which increases disclosure requirements, is a first for any Canadian securities regulator

  • By: Brian Lewis
  • September 27, 2010 March 1, 2019
  • 11:15

Winnipeg portfolio manager purchased, rebranded

New name, Index Wealth Management, reflects firm’s core philosophy of investing in financial market indices through ETFs

New CWM designation

Credential offers advisors opportunity to become experts