On balance, banks good for fund business
In the mid-1990s, the suggestion that banks would one day come to dominate the mutual fund industry probably would have been met with laughter and…
In the mid-1990s, the suggestion that banks would one day come to dominate the mutual fund industry probably would have been met with laughter and…
Recent address failed to inspire hope for Quebec’s Liberals
The bickering has caused countless disruptions, and it’s preventing any work from getting done
The morning after a stormy period on Lake Ontario, it is always interesting to see what has washed up with the waves. Once the wind…
Regulators have to ensure their surveillance systems have capacity to monitor the increased order flow
Led by Cindy Klassen and Clara Hughes, women from this province took 20% of Canada’s medals
A little patch of rocky garden can become a growth-at-any-cost investment
The South American giant is finally living up to the motto on its flag
As is, this young couple will have more than enough for their retirement years
Current market complacency makes this an ideal time to buy protective puts
But will this leveraged bond fund be an aggressive speculation or an efficient hedge?
U.S. small-cap and Canadian large-cap successes point to lack of homogeneity between the two markets
The Taliban’s spring insurgency will test Canada’s commitment to the mission in Afghanistan
Demand from China, combined with a lack of exploration and qualified personnel, have created a shortage of the base metal
Trimark and Ivy funds offer different approaches to international stocks
Company will develop its own mutual fund classification system
Custom-design concept may appeal to confident advisors who have a solid stable of high net-worth clients
Toronto-based Creststreet Capital Corp. filed a preliminary prospectus for units of Creststreet enHanced Income Energy Fund. The firm says it will take advantage of the…
Toronto-based Saxon Mutual Funds plans to offer F-class units for the growing fee-based channel. “We want to go after the fee-based part of the market…
Morningstar’s decision to withdraw from the CIFSC prompts a hard look
But fund manager Satish Rai says fixed-income funds will have difficulty generating annual returns higher than 5%
After years in the doldrums, sales of foreign equity funds are recovering
But high energy prices, slow growth in the U.S. market and geopolitical strife elsewhere could be bumps in the road
Toronto-based Front Street Capital closed Front Street Special Opportunities Canadian Fund Ltd. to new purchases, effective March 31. The firm says the fund has reached…
Toronto-based Guardian Group of Funds Ltd. introduced two new funds: GGOF Small-Cap Growth and Income Fund, designed for income-oriented investors, and GGOF Global Diversified Fund,…
SciVest Alternative Strategies Inc. launched five new funds aimed at investors looking for risk-managed products. They are: SciVest Oil Sands Index PLUS Fund, SciVest Income…
Rules now require fund companies to express trading costs as a percentage of daily net assets
The payoff for Peter Puccetti’s Goodwood funds is superior short and long-term returns
Income trust funds were hot items last RRSP season, but are not among the 24 most popular funds this time around
Focus on what you do best, farm out everything else, use a system that can be repeated
RRIFmetic allows you to compare projections based on various savings and investment strategies
Customer service and product knowledge are critical for Aurora business
Even seniors who know it’s time to move out of their home may need some assistance
But the SEDI Web site is as user-friendly as a rusting, three-wheeled shopping cart
If your only loyalty-building strategy is to increase contact with your clients, you could be wasting a lot of time and resources
Microsoft’s newest computer operating system improves security, data management and connectivity
The advisor is responsible for making certain no change has taken place that would nullify a life insurance policy
Most of us will experience a decline in memory as we get older, but there are several ways to promote brain health
Her mistake was to spend almost as much on marketing to A and B clients as they contributed in revenue
Two new designations offer education about understanding the aging process, nutrition, housing, preparing for the death of a spouse
The deadline for filing personal income tax returns this year is May 1, and some other changes
Don’t count aging advisors out. In addition to valuable books, they have knowledge, experience, wisdom and social skills to pass along to younger colleagues
Proposal would merge Crocus into GrowthWorks
But continued struggles at some mutual fund companies could see more consolidation in the industry
Nova Scotia court rules securities commission can investigate allegations in case arising from Portus
New mega-entity will provide cost efficiencies, better service and a new business challenge to the big banks
Quebec City-based brokerage wants to scoop up talent and market share in Western Canada
Firm acquires Standard Life’s Performa fund dealership in a step to expand outside Quebec
Almost one-quarter of net mutual fund sales in Canada last year were generated by RBCAM, and it is far from resting on its laurels
Regulators grapple with the murky — but critical — distinction between a referral and advice
Lack of exposure to the booming resources sector in a few big funds, among other reasons, has caused a crimp in overall AUM
Cold comfort for investors, who will recover little money from Norbourg, Mount Real or Norshield
Use of high-tech computer systems to hunt down ideal trades accounts for 15% of trades on the TSX
Technology solutions should be as “holistic” as the business’s wealth-management style
But will it give retail investors confidence in the markets?
Progress is slow, however, on some fronts
Mutual fund companies with extensive distribution networks and good fund performance dominated sales during the RRSP season just ended. For the four month period of…
