These anglers aren’t fishing for food
“Phishing” and “pharming” Web scams could put your bank accounts, or those of your clients, at risk
“Phishing” and “pharming” Web scams could put your bank accounts, or those of your clients, at risk
When used illicitly, the software can gather confidential information, making it the “No. 1 danger to advisors”
If you can navigate your way to that “blue ocean” market space, your competitors will be irrelevant
A guide to helping your clients build a nest egg for their children’s education
From requests for referrals to birthday lunches and estate-planning seminars, the names of qualified prospects will add up
News agencies will e-mail you news bulletins, then follow up with further coverage
Raymond James advisor juggles twice-a-weekday radio reports with a bustling practice serving more than 350 households
Precise placement of acupuncture-like needles into muscle areas brings relief to some people with muscle and back pain or headaches
Brokerage’s new owner dismissed founder’s son, who took his clients with him to a new employer
A client who seems irritable or angry may be under a tremendous amount of stress from trying to meet so many demands
September is yard sale month in Cabbagetown, the Toronto community in which I live. The second weekend in September is the annual Cabbagetown Cultural Festival…
Thoughts on losing pounds as Atkins Nutritionals loses dollars
Canada and the U.S. need to change to a majority system of voting for corporate directors
Until recently, when jobs started disappearing, most Newfoundlanders gave little thought to China.Like most North Americans, people in the province have been pleased with the…
The city is booming, there’s plenty of money and a new sports complex is raring to go
For one haitian taxi driver tearing through rain-drenched Montreal streets on a recent evening, there is only one reason anyone would want to attack Michaëlle…
The unwritten rule that “big shall not acquire big” may have to change with the realities of the day
Three lenders with three strategies to grow their businesses — and their share prices
Too often, calls are bought on a whim, without consideration of the risk involved
U.S. consumers could be crunched if mortgage rates rise and house prices drop
Viruses and spam are becoming more common and more vicious, making stocks in security software firms rise sharply
For the investor wanting to take advantage of impending higher rates, step bonds just might be the answer
The middle east has the potential to become the newest emerging-market frontier for investors. The region has one of the largest equity markets in the…
Three growing sectors — energy, financials and materials — influence the market because of their size
Toronto-based fund manager Goodman & Co. Investment Counsel Ltd. has joined the throng of mutual fund companies that have closed their RRSP portfolios as a…
Toronto-based Arrow Hedge Partners Inc. has launched Arrow Distressed Securities Fund. Since its inception in 2003, the fund has only been available for investment as…
Toronto-based Jovian Capital Corp. has announced that its wholly owned subsidiary Accumulus Management Ltd. is involved in the launch of Province of Manitoba Portfolio Allocation…
Shareholders of Franklin Templeton Investment Corp.’s China Tax Class Fund have voted in favour of changes that will see the fund invest in Brazil, Russia…
Hot on the heels of acquiring $276 million in mutual fund assets from ING Investment Management Inc., Toronto-based AGF Management Ltd. has launched two new…
After five years of soundly beating his peers in Canadian equities, Eric Sprott is experiencing a comedown
Mackenzie Cundill Value is still worthy, but Templeton Growth has become a worry
Return of premium riders on insurance policies ensure a payback if no claim is made
Yet the most actively managed funds may be riskier than investors realize
They may be wary of aftershocks from the burst bubble — but they are not ready to miss out on select opportunities
Regulators, consumers and firms benefit when one sector accepts another’s rules
Advisors must consider whether another investment would be more suitable
Advisors who have their CFP, multiple licences and a substantial book are sought after by all firms
Yet there’s a strong underlying message at many companies that selling the house product helps the brand — and the advisor
Yet with the superior resources of their firms, brokers hold the cards when it comes to stability, consumer advertising and sales support
It is not about the quantity of ongoing training or the variety available; it is all about the quality
Older advisors may scoff at these aids, but support is needed to help draw more people into the industry
Some firms are willing to train raw recruits, while others insist on experience and minimum book sizes
In the absence of support, many advisors turn to product suppliers for answers to clients’ questions
Regardless of their career channels, all complain about their legal and compliance departments but couldn’t operate without them
Yet there is a growing consensus that a single platform would be better, as MFDA firms make IDA platform available to advisors
Equities more popular among highest-income earners
As advisors grow older, companies have to figure out how to let them go while hanging on to their clients
Slicing and dicing the statistics from 1,430 advisors surveyed in the Report Cards
Entegra expects environment-friendly building will pay off financially and set an example for clients
“Not as big a disaster as some think,” says the head of group that wants a new board to run the fund
You and your dealer could face legal action
Associations don’t know why regulators are looking at new rules that could change the industry
Good news for clients who put their savings into RRSPs and RRIFs: with some conditions, accounts will be protected in bankruptcy
And most Canadians saving for post-secondary schooling miss out on federal education grant, study finds
Merlin Chouinard vows to expand membership, stand up for advisors’ rights
IDA bans Bassett; RCMP investigate another former senior VP after millions of Jamaican bank investments lost
Experts warn that a killer flu is overdue, and it could cause untold damage to the global economy
Years of prodding by investors and regulators is finally persuading many public companies to disclose pay metrics, targets
Greater shareholder influence over boards would make executives more accountable for their pay
It isn’t the kind of blockbuster deal Great-West Lifeco Inc. is known for in Canada, but its recent acquisition of a Las Vegas-based health-care services…
Firms should take steps to prevent shocks that would come with too much risk
Consumers are altering their approach to saving, spending and debt, economists suggest. Advisors should take note
Annual IE survey shows financial industry top brass took home $415 million in total pay in fiscal 2004
A new study by Statistics Canada shows seniors get dinged on some items, yet they save in areas that younger people don’t
David and Cynthia Enns are no Laughing Stock as they balance two businesses
Numerous reasons for concern
Lee-Chin believes “buy, hold and prosper” is still the right way to go
