Getting back to basics
Forget financial chaos — let’s redesign the hospital gown
Forget financial chaos — let’s redesign the hospital gown
An overly complex system creates undeserved headaches for issuers
Editor's letter
Toronto could make good use of the coming downturn by reviewing its development practices
Montreal’s surprise loss of the F1 Grand Prix to Abu Dhabi will cost the city millions
Editorial
Calgary
Letter to the editor
The unwinding of credit pyramids is engendering massive losses in the value of equities, making government bonds attractive
Some analysts have concerns, but Canada’s banks are among the most solid bets in the global financial services sector
Despite the ever-tumbling markets, there are some tech stocks that are worth a look
Evidence suggests that financials, consumer staples, telecom and health-care stocks are showing relative strength
Despite professing a tolerance for risk during good times, the market downturn reveals that clients need a balanced portfolio
Sentry adds to fund lineup
TDFs shift to more conservative asset mixes, but risk and “glide paths” vary
Fund manager Bill Kanko takes on the task of rebuilding Hartford Global Leaders Fund
Many solid European firms have been hurt by the downturn and are now ripe for the picking
Balanced funds and other diversified products help clients weather volatility
The market crash puts a shine on funds that offer target-date investing with high-water mark guarantees
AGF Global Value fund has had a miserable time; less value-conscious Mackenzie Ivy Foreign Equity has done relatively well
New plan from EnerVest Diversifed Income Trust is designed to help existing unitholders
The market meltdown has hit preferred shares, but yields are relatively high and the sector is more attractive than usual
Good habits can increase your chances of having messages returned
Building an effective team is a matter of choosing people with complementary strengths and skills, says Louis Paquet, vice president with National Bank Financial Ltd.…
Once you’ve generated leads, you have to decide who goes into your sales pipeline, and how long they stay there
In an implausible but informative tale, class reunion becomes a discussion of charitable strategies
Not all vitamins are good for all people, say experts, so you should check with a health professional before taking supplements
A calm voice of reason and reminders that we’ve been through this before can allay fears and keep clients invested
Organization helps advisors in various professions learn to advise farmers on financial and other issues
Often the husband wants to keep the pension, while the wife wants the house — but you can’t eat the house
Louis Paquet’s practice targets dentists, doctors and pharmacists
The couple want to ensure there is money to cover education costs and still leave enough for a comfortable retirement
Getting a qualified candidate in for an interview is only half the battle. Here are some questions the experts pose to ensure they’re hiring the…
Motivate clients, manage time and expect to make house calls
Whether server-based or online, a number of CRM programs strengthen communication with clients
Making your practice a magnet for the employees you want
Be prepared to work through discomfort if you want to reach the top
Policies can be used to replace income or to fund shareholders’ agreements, depending on the business
Henry has developed an effective marketing plan. His next step is to devise a system for managing the prospects that will come his way as…
Regulators are getting tougher about the misuse of confidential information
With no relief in sight for woeful financial markets, many jittery Canadians have been cashing out — even liquidating money market mutual funds, once seen…
It depends. Departing brokers can compete, but not by using unfair methods
As banks’ lending requirements tighten, small and medium-sized business borrowers are beginning to feel the pinch
Finding skilled workers is about to become a real problem as one-third of brokers and adjusters retire within 10 years
Hedge funds can still be useful, but must be deployed carefully
Four credit unions in southern Manitoba will join forces
Although it’s not yet clear what impact the recent ban on short-selling has had, regulators are considering making changes
IIROC reports says investment dealers that sold ABCP to retail clients put little effort into vetting the products
Jason Abbott has been training hard for the third version of the Brawl on Bay Street
Temporary change will ease valuations for assets in markets with little liquidity
Quebec regulators are aggressively delving into the wreckage of the once lauded fund
The firm has taken several significant steps since formally merging with Berkshire this past summer
The goal is to maintain investor confidence in the integrity of the markets
How can a client be declined for insurance coverage by one company and yet acquire standard coverage at another company?The answer lies in the completeness…
Buying spree unlikely, say analysts
The threat of rising wages and prices has receded in the short term but is likely to re-emerge
Best-guess estimates put financial system bailouts as high as US$6 trillion
The IQPF is taking its case to the province’s justice minister in its efforts to create a body that will oversee 5,200 financial planners
The increased margins on such loans are leading small lenders and originators to develop a new line of business
Although the Joint Forum has apparently removed a controversial item in the proposal, the official word has yet to arrive
Comments recommend the creation of a financial planning rule that’s applicable to the entire financial services industry
New account will allow registered savings for disabled persons
Plunging stock markets mean some sponsors may have to make big cash contributions to pension funds in 2009
