Should you make the switch to Mac?
Apple's computing platform has enjoyed a renaissance in the past few years. Here's what it would take to make the move from a Windows-based PC…
Apple's computing platform has enjoyed a renaissance in the past few years. Here's what it would take to make the move from a Windows-based PC…
While most advisors focus on revenue growth, profitability is the key measure of success in a financial advisory practice. Profitability should increase as your assets…
Advisors looking for clients should start with people with whom they share common ground, say many coaches and consultants. Alternatively, you could start with a…
Using data analysis software such as LifeAssist can help you mine your database of in-force policies to detect which policies will be up for renewal…
After 25 years and several moves, Dean Bowe has an impressive client-retention record - some of his clients have been with him since Day 1.…
Filing an income tax return on time is especially worthwhile for elderly clients, even if they don't have much income. Filing will give seniors access…
Author John Leonetti emphasizes the business-owner client's readiness to retire, both mentally and financially, rather than focusing entirely on financial issues
Ann, a freelance journalist who just turned 65, will have to make some decisions regarding her residence, the length of time that she plans to…
The days of the financial seminar in a hotel conference room are long past. Now, clients are looking for unique experiences that are intimate, unique…
An advisor asks, "Is it all worth it?" The answer - and a clear sense of purpose - can be found through a series of…
Here are three techniques for pursuing a referral from a client that has not led to a call from a prospect. One of the keys…
Sending out a regular newsletter to your clients can provide them with important news, as well as a reminder that you're available to help in…
Studies suggest the ancient self-help practice can improve your attention span, enable faster processing of information and slow age-related shrinkage of the brain. It can…
The investment industry wants to play a bigger role in dealing with funds generated by immigrant investors
EMDs and portfolio managers are against being forced to use OBSI as their dispute-resolution mechanism
Advocis has moved to support new, stricter credentials and standards for those calling themselves "financial advisors"
Chi-X Canada ATS Ltd., a Toronto-based alternative trading system (ATS), will launch its CX2 Canada ATS (CX2) platform on May 3. The new ATS, the…
But fund portfolio managers are shopping around. There's still a lot of stuff to worry about, says one manager
Montreal-based Fiera Capital Corp. has completed its acquisition of Toronto-based UBS Global Asset Management (Canada) Inc.’s Canadian fixed-income, equity and domestic balanced account businesses. Fiera…
After a long career in insurance and executive recruiting, André Vincent steps into the top spot at Assumption Life
Bullion Management Group Inc. (BMG) has become the first precious-metals firm to join the Social Investment Organization (SIO). (Both are based in Toronto.) The SIO…
Jovian Capital Corp. has acquired Leon Frazer and Associates Inc. through its subsidiary, Jovian Asset Management Inc. (All firms are based in Toronto.) The transaction…
CGAs say complexity is costing billions
Acquisition of Ireland's top brand will give GWL more bulk, more profits and dominant market position
Efficiencies may be found in human resources, office space and back-office functions, which could free up capital
Client suitability was one of the central issues in the class action by hundreds of investors against an Investia subsidiary
Firms now will have to tackle access from mobile devices
Federal rules designed to catch suspicious transactions have been changed
The data show that these cases are providing some meaningful contribution to overall enforcement
New CSA and IIROC proposals look to provide greater oversight and intensify surveillance of the OTC market
Acquisition of Halifax-based Citadel Securities gives Calgary firm the ability to attract more mainstream clients
Strong year in 2012 could be surpassed in 2013, some say
The advisor's role is to balance risks in prudent and intelligent ways to help clients avoid outliving their savings
A recent survey suggests Canadians are caught between low savings and unrealistic attitudes about tapping into their homes
The Senate, energy, aboriginal issues and integrity are key problems for the Harper government
The PQ appears intent on bringing back the nationalist agenda
Editorial
It may sound counter-intuitive, but paying better wages could help Nova Scotia become more competitive
Bottlenecks in Canada's oil pipelines are causing major losses for producers and governments
Failing to ask those crucial followup questions can get pretty expensive
Fees are up while payouts are down for many traditional GMWBs
Fund portfolio managers are optimistic about returns, but security selection will be key
Seg fund families with astute stock-picking also performed well
The risks often are too great in borrowing to buy T-series funds
But study shows married couples fare best after work
Montreal-based Desjardins Investments Inc., portfolio manager for Desjardins Funds, has announced a change in management for Desjardins Québec Balanced Fund’s portfolio. Desjardins Global Asset Management…
Toronto-based Excel Funds Management Inc. has changed the distribution policy for both the A-class units and the F-class units of Excel Blue Chip Fund. As…
Toronto-based ONE Financial Corp. has launched a new family of funds – the All-Weather Profit Family – that includes 10 mutual funds, six wrap portfolios…
Toronto-based BMO Investments Inc. (BMO) has announced it will no longer accept purchase orders for BMO Guardian European Fund Series T5 and BMO Guardian Global…
Toronto-based TD Asset Management Inc., portfolio manager for TD Mutual Funds, has made a portfolio advisor change for TD International Value Fund. As of March…
Groups call for changes to rules governing groups RRSPs
McCaughey's proposal based on simplicity, predictable payout
Regulators say there's good reason why market data fees are high in Canada, but the industry wants action
Clients who want to sustain yield have to accept the credit risk in bond markets in which interest rates are higher
These bands take into account the risk metrics that determine an option's price and use those to frame an implied trading range
Sectors expected to perform strongly, such as consumer discretionary, IT and telecoms, have not yet delivered this year
BCE, Rogers and Telus all face moderate overall growth - but cost-cutting measures can protect and enhance margins
The average debt per Canadian household rose by only 0.3% in 2012, as most Canadians slowed or stopped their borrowing. Seniors were the exception, as…
