Firms are finally getting it right: Includes Chart
With more firms pulling up their socks, advisor satisfaction is going up across the board
With more firms pulling up their socks, advisor satisfaction is going up across the board
Mutual fund licences still most popular, but increasingly sophisticated clients want advisors to handle broader array of products
But opinions about what needs to be upgraded are based on the advisor’s channel of business
Advisors have high praise for firms that help them develop strategies to pass on their books
CFAs and CIMs have fewer clients, yet books are twice as big
For some, independence is running a business without interference; for others, it is work/life balance
But payout structures differ greatly, based on the channel in which the advisor works
Performance and importance ratings go up for quality of product offering, freedom to make choices
But regional dealers, bankers are offering stiffer competition for wealthy clients
The five firms that did best in the category had no qualms about investing in technology tools
Possible to cover thousands of potential investments, from equities to exchange-traded funds and commodities
Financial advisors are familiar with the essentials of traditional travel: toothbrush, clean underwear and a freshly pressed shirt or blouse. The essentials of high-tech travel…
Before your snowbird clients depart for warmer climes, you’ll want to meet with them to review their investment portfolios and budgets and discuss tax issues.…
Wrap water-damaged computers to keep them wet; store backup discs at another location; use a surge protector
Before snowbirds spread their wings and fly away, they should take steps to protect their property and their health
One of the hottest areas in Canadian real estate these days is the recreational property market, as boomers and younger Canadians race to buy prime…
More people are counting on home equity to shelter them from a retirement crunch
Federal panel seeks input on ways the tax system might be used to help families meet the needs of disabled adult children
Don’t talk to John O’Connell or his team at RBC Dominion Securities Inc.’s The Harbour Group about client segmentation. He’ll hear nothing of it.“That ‘I’ll…
While advisor tries to keep up with the latest releases, his practice starts spinning out of control
The Internet probably is causing many of your high-tech headaches, but it also can help solve them
Fewer of the newer generation joining the industry, and many are too busy to participate
Authors want business people to replace age-old tenets with tactics that really work
Harbour Group advisors have $2.4 bil. in AUM
Put away the BlackBerry, eat dinner together, limit evening activities and keep a sense of humour
Spend the money to hire a lawyer for a partnership agreement, incorporation, growth and winding up the business
Don’t get lost in the shuffle. Add a personal touch to make an impact
Study finds Canada has the highest mutual fund fees in the world
Some new mutual funds offer currency hedging to protect investors against fluctuations in the Canadian dollar
Paper maintains there is a better way to construct a benchmark than market capitalization
“The only way anyone knows we’ve come on board is that performance improves,” says fund manager John Arnold
Canadian markets are having a good run, but experts say now is the time to use international investments to protect a portfolio
Industrial Alliance has been busy making a series of changes to the funds it acquired and merged last December
Comparison of CI Canadian Investment Fund, AIM Canadian Premier Fund shows different styles can complement each other
The U.S. Federal Reserve Board has stopped hiking interest rates, but managers are wondering what it will do in coming months
HSBC closes fundVancouver-based HSBC Investments Funds Inc. is terminating HSBC LifeMap MM Conservative Portfolio, effective Dec. 15, 2006. Unitholders may redeem their investments or switch…
Some companies offer riders on home policies to cover some of the costs of getting back your good name
Regulators and IFIC hammer out client-friendly disclosure documents
U.S. house prices, interest rates are key factors in future economy
Archer Daniels Midland Co. and Tate & Lyle PLC are sound firms, but vulnerable to commodity price swings
Seasonal trades depend on the calendar for entry and exit points, not on thorough technical analyses
TSX-listed companies holding uranium resources may see great success over the next several years
Three key trends show stock market still rising, corporate earnings at new high, interest rates down from 1981
The foreign bank counts its global expertise and co-operative management style among its key competitive advantages
Domestic bond investors now face the choice of finding income in alternatives or buying into a rate drop
Looking back, I am not sure how this started. But sometime in the spring of 2005, we found milkweed growing in our front garden. Our…
News of two new plants cheers Prairie farmers
In the past couple of years, Canadians have seemingly forgotten how to save. Content to see the value of their houses climb and the size…
The Harper government’s proposed Federal Accountability Act must be studied very carefully
This questionnaire will help you describe this past summer’s stormy weather in great detail
Outgoing Alberta premier paints successors into a corner with his mismanagement of the boom
Former premier’s criticism of Klein for leaving a “mess” is completely unwarranted
Self-proclaimed “Internet evangelist” admits technology is no substitute for human contact
Banks, Fairfax Financial Holdings drive strong, overall earnings gains
President and CEO Greg Reed says the aim is to become “the partner of choice for advisors”
Executive shuffle gives company a decentralized corporate structure, with managers in nine time zones
Jason Farris didn’t rise through the banking ranks. In fact, the top job is his first job at a bank
Many advisors have tended to ignore ETFs, but Claymore Investments plans to get their attention
Scheduled five-year review of PIPEDA to consider third-party information, privacy when buying books
Some fund companies’ sites provide better information faster than others
Is it worthwhile for fund manufacturers to own distribution channels?
New study says older Canadians don’t necessarily have to be healthy to feel satisfied with their lives
Clients who buy mutual funds based on recommendations of advisors may find themselves, on average, worse off than do-it-yourself investors, says a recent U.S. study.The…
After buying up its competitor, it intends to double 2006 revenue
The fund industry has been getting blasted for having high fees, so some firms are absorbing costs to remain competitive
Average Canadian family paid almost 30% of earnings in taxes in 2005, vs 22.1% in 1961
Inability to win two very long and expensive cases have critics loudly questioning the commission’s abilities
With equity gains and real estate values soaring in recent years, household savings have dropped. But those drivers may subside
Court cases will determine the liability institutions face when advisors contravene the rules
Brief to Quebec government seeks open-border fund policy, changes to let investors leave laggard funds without penalty
About 9,200 clients sue for $130 million; Quebec regulator Autorité des marches financiers named as defendant
Brokers warned against giving advice
