DB plan sponsors cite need for more downside protection
Pyramis report reveals that solvency ratios, the low interest rate environment and volatility are prime concerns
- By: Wendy Cuthbert
- September 27, 2010 March 1, 2019
- 11:15
Latest news in News
Smaller reinsurers begin to earn market share
Move to diversify counterparty risk, IFRS, underwriting and market specialization are all driving growth
- By: Gavin Adamson
- September 27, 2010 March 1, 2019
- 11:15
Regulation still far off
The central question: Who is a genuinely qualified financial planner?
- By: James Langton
- September 27, 2010 March 1, 2019
- 11:15
Manulife Bank launches trust company
Availability of trust services may help bank in serving high net-worth clients at some point
- By: Rudy Mezzetta
- September 27, 2010 March 1, 2019
- 11:15
Learning about social media from the experts
Using social media for business can be complex. Now there’s help for newbies
- By: Clare O’Hara
- August 30, 2010 March 1, 2019
- 09:27
New rules to reshape exempt-securities market
Although some firms and individuals are struggling to meet the new requirements, others may be drawn to the market
- By: Megan Harman
- August 30, 2010 March 1, 2019
- 09:27
Appealing to female advisors
Firm reaches candidates with a “warm call”
- By: Olivia Glauberzon
- August 30, 2010 March 1, 2019
- 09:27
Simplicity, focus are key to EdgePoint’s early success
The firm has obtained more than $1 billion in AUM by launching only four mutual funds — with no marketing department
- By: Jade Hemeon
- August 30, 2010 March 1, 2019
- 09:27
New Manulife Bank chief to expand products
Financial services veteran Doug Conick says the bank can give advisors “a leg up” with clients
- By: Jade Hemeon
- August 30, 2010 March 1, 2019
- 09:27
Life and health industry turning to FundSERV
CLIEDIS is a step closer to working with mutual fund industry’s long-standing electronic service provider
- By: Gavin Adamson
- August 30, 2010 March 1, 2019
- 09:27
Change on the way?
U.S., Britain and Australia take action
- By: James Langton
- August 30, 2010 March 1, 2019
- 09:27
The long arm of the IRS just got longer
Canadian financial institutions may have to report the holdings of their U.S. clients to the IRS starting in 2013
- By: Rudy Mezzetta
- August 30, 2010 March 1, 2019
- 09:27
Why Canadians are reluctant savers
Desire for instant gratification and lack of vision are key obstacles, new study reveals
- By: donalee Moulton
- August 30, 2010 March 1, 2019
- 09:27
Economists brace for recession’s second dip
Even those convinced of a recovery see an increase in the risks it will fade; some compare U.S. woes to Japan’s “lost decade”
- By: James Langton
- August 30, 2010 March 1, 2019
- 09:27
Paying for university tuition with plastic?
Most parents want to pay for their children’s post-secondary education, but many don’t have a plan
- By: Clare O’Hara
- August 30, 2010 March 1, 2019
- 09:27
Receiver selling assets in failed firm New Life Corp.
But KPMG notes that it doesn’t necessarily expect to be able to sell the assets at their full valuation
- By: Gavin Adamson
- August 30, 2010 March 1, 2019
- 09:27
Social media a hit with advisors
Survey finds that 60% of participants are using social media
- By: Olivia Glauberzon
- August 30, 2010 March 1, 2019
- 09:27
Task force gets an earful on financial literacy
Although the financial services industry wants to take the lead on improving literacy, others are skeptical
- By: James Langton
- August 30, 2010 March 1, 2019
- 09:27
Raising the bar
Advisors may be unprepared for impending conflict-of-interest rules
- By: Patricia Chisholm
- August 30, 2010 March 1, 2019
- 09:27
Shift to fee-based model a long-term project
Much greater buy-in from the financial services community is required for fees to gain greater prominence, new survey reveals
- By: Megan Harman
- August 4, 2010 March 1, 2019
- 10:11
New Sprott CEO aims to double firm’s AUM
Founder and now former CEO Eric Sprott wants to focus on “the macro outlook and micro analysis of companies”
- By: Jade Hemeon
- August 4, 2010 March 1, 2019
- 10:11
Rating agencies more positive on Transamerica Life Canada
Increases are based on the fact that massive liability in segregated funds had come due with the firm’s balance sheet intact
- By: Gavin Adamson
- August 4, 2010 March 1, 2019
- 10:11
CRA sets target on undeclared offshore accounts
Canada is working to increase the flow of information with tax havens through tax information exchange agreements
- By: Rudy Mezzetta
- August 4, 2010 March 1, 2019
- 10:11
Holistic team approach is key to Vancouver firm’s success
Nicola Wealth Management's fee-based model focusing on self-employed professionals, business owners and executives leads to $1 billion in AUM
- By: Clare O’Hara
- August 4, 2010 March 1, 2019
- 10:11
A volatile trajectory
Financial markets may hate uncertainty, but it appears they are going to have to learn to live with it. The current economic picture is extremely…
- By: James Langton
- August 4, 2010 March 1, 2019
- 10:11