New managers for Capital’s global fund
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…
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
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
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?
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
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
