Homecoming always full of surprises
Some anxious moments heading back on the road
Some anxious moments heading back on the road
Replacing Ralph Klein
A guide to mastering cottage real estate language
Securities lawyer examines whether U.S. Securities and Exchange Commission has this authority
Although political optics don’t necessarily reflect reality, they are an essential evil in a democracy
Federal commitments to renewable fuels content could be a boon to Saskatchewan’s economy
Globalization has long loomed as a powerful economic force. For the most part, its effects have been felt in old-economy industries such as manufacturing, but…
ClaringtonFunds Inc. and Industrial-Alliance Fund Management Inc. are integrating their business operations, pending regulatory approval. As a result, both companies’ funds will be merged under…
Toronto-based Altamira Investment Services Inc. has raised the rates on its High-Interest CashPerformer to 3.75% and its US$ High-Interest CashPerformer to 4.5%. “There is increasing…
Caldwell Investment Management Ltd., manager of Caldwell Mutual Funds, is asking unitholders to approve changes to Caldwell America Fund’s name and investment objectives. “The America…
Unitholders of nine Royal Bank of Canada mutual funds approved a broadening of their funds’ investment objectives and corresponding changes in names to reflect the…
Kingston, Ont.-based Empire Life Insurance Co. is changing its Solution Series term life insurance products, including a new pricing band and a “no fluids” approach…
Investors Mortgage Fund has undergone changes that will see a reduction in its mortgage content and an increase in its investments in fixed-term and liquid…
But consumers would be better off to save now, spend later
Study shows stock prices often fall – rather than jump – when rates level off
Advisors can offer to help clients with charitable giving, and make it part of the holistic planning process
Recent profit-taking after a booming first quarter wasn’t a surprise, managers say, and further gains in the sector are to be expected
Health-care stocks, particularly those of the big pharmaceutical companies, have long been considered defensive plays when interest rates are rising. Normally, when the U.S. Federal…
Toronto-based company focuses on investment opportunities in oil and gas — and in wind
These products are based on the income streams from baskets of income trusts, and provide two distinct types of securities
Attracting young consumers through fashionable products and high-profile athletic sponsorships is critical to success
Commodity-linked bonds are certainly a fashion for the times, but which of these investments can best serve clients?
Contrary to popular belief, option buyers don’t have to lose for option writers to win
Rate increases will be needed to tame surging inflation
Developing countries are wreaking havoc on resources company stocks after rewriting taxation laws and nationalizing projects
Although some say they eagerly await the opportunity, others say they’re not qualified to sell these products
Many account managers are not impressed with their firms’ campaigns
Advisors say job satisfaction comes from increased training and career development opportunities
Although their paycheques get higher ratings than last year, account managers still say they aren’t being paid fairly
Any dissatisfaction at Meridian appears to be an aftereffect of 2005 merger that created the firm
Work/life balance and a positive corporate culture are some of the position’s most appreciated attributes
But the total number of bankers surveyed who hold the designation fell by 6%
The companies that did well in these areas also ranked highly overall
Assets under management down, small producers’ client rosters shrinking, competition for assets increasing
IPC advisor Wayne Baxter is now so busy he is boosting to $200,000 the minimum investible asset level for new clients
Caught between their children and their aging parents, many baby-boomer clients are feeling squeezed, both financially and emotionally
Steps to consider include postponing retirement, revising financial plan, setting up a trust, boosting life insurance
Advisors who register free of charge to use GlobeAdvisor.com can also get GlobeAdvisor ProStation
Private clinics are offering medical services and assessments beyond what is covered by the provincial health insurance plans
Special consideration is needed, however, for Jerusalem’s “old city,” which is holy to Christians, Jews and Muslims
Legal and tax advice are recommended for beneficiaries or trustees of a Quebec trust, based on the province’s unique tax structure
But access to this cutting-edge technology is limited
Four professionals who work together under the “family office” concept discover they need more than the will to succeed
Get organized, prepare a fall seminar, clean up the clutter, play golf with a client — and reward your team with extra time off
World’s Fair showed an ingenious idea can take years to make its way to the consumer
And participating is a whole lot of fun
Roger McMillan and Marion Weisgerber both want larger membership rosters
The big players are merging or swinging deals, but the most dramatic fallout will probably flow down to advisors and investors
Andy Mitchell wants to develop a premier wealth-management firm, not just a mutual fund dealer
Although financial services companies did well in the first quarter of 2006 over the same period a year earlier, they are facing some hurdles in…
Lisa Myers slated to become the fifth manager of the fund, which follows the value philosophy of Sir John Templeton
Hires Bill Kanko’s Black Creek Investment Management to manage a number of funds as one aspect of the plan
The report of the standing Senate committee on banking, trade and commerce fails to come up with real solutions
New agreement aims to provide more options to Nova Scotia’s small businesses
Retention remains the biggest challenge
The $5 million in new capital will support legal challenges and association advocacy
Internal audit reveals unauthorized movement of large sums between related companies
Bankers didn’t think a minority government would do anything dramatic, but they at least wanted some improvements
Concept came from a deal IDA and the MFDA struck with the OSC in Portus aftermath
Ontario committee puts forward similar recommendations but harmonization is still an issue
Intensive eight-month course will equip graduates to set up their own advisory practices
Full-service advisors know their firms must keep adding value or lose business to their low-cost rivals
The city cleaned up its act long ago, but the banished network of fraudsters is thriving in a few U.S. markets
Advisors have to gird themselves to operate in a more complex, demanding and globally oriented world
An overdue downturn is currently taking place in the stock markets. And by yearend, a clearly established decline will be in place. Yet, it is…
Study shows that the place to look for big accounts increasingly is overseas
Credit unions merge, seek to expand service
