Industry

Rethinking asset allocation

One of the casualties of the market meltdown was the confidence portfolio managers and investors had in traditional asset allocation models. At this year’s Canada Cup of Investment in Toronto, Frank Nielsen, executive director and head of Equity and Applied Research (Americas) at MSCI, explained some emerging trends in portfolio construction. One strong trend is […]

By Dean DiSpalatro |June 13, 2011

3 min read

Industry

Advisor Group editor wins two awards

Yves Bonneau, executive editor of Conseiller, Conseiller.ca, Assurance and Avantages, took home two Kenneth R. Wilson awards for excellence in business journalism this week. The KRW prize is considered Canada’s most prestigious award for business-to-business publishing. Bonneau, who also co-hosted the ceremony, won both Gold and Silver prizes in the Best Editorial category for his […]

By Staff |June 10, 2011

1 min read

Industry

Watch your clients get taxed to the bone!

Advisor.ca is proud to congratulate Yves Bonneau, Editor in Chief of our Quebec affiliate Conseiller.ca, on winning the Kenneth R. Wilson (KRW) Award for Best Editorial in 2010. The KRW Awards recognize the best in Canadian business press journalism. Here is his Silver Award winning editorial: In 1999, Claude Laferrière, professor of tax policy at […]

By Yves Bonneau |June 10, 2011

4 min read

Industry

AE June digital edition online

The June edition of Advisor’s Edge is now available in digital format.

By Staff |June 10, 2011

1 min read

Scotiabank names new EVP, retail distribution

Scotiabank has announced the appointment of Troy Wright to the position of executive vice-president, retail distribution, in its Canadian Banking division, effective July 18, 2011, shifting him from his current position as CEO of Scotiabank de Puerto Rico. “While he has significant experience in the Canadian market, Troy has been instrumental in developing our operations […]

By Staff |June 10, 2011

1 min read

Triple digit oil shackles growth: Rubin

Managing Editor Melissa Shin reports live from the 4th Annual CFA Day in Vancouver, British Columbia on June 9th. The keynote speaker at the event will be former Chief Economist and Managing Director of CIBC World Markets, author and media personality, Jeff Rubin. To read and follow Melissa’s coverage, bookmark and revisit this page. And […]

10 min read

Standard Life adjusts five fund mandates

Standard Life Mutual Funds has received securityholder approval to change the investment objectives of five of its funds. The affected funds are its Global Monthly Income Fund, Canadian Dividend Growth Fund, Canadian Dividend Growth Class, Dividend Income Fund and Canadian Small Cap Fund. The investment strategies will be amended to reflect the new objectives and […]

By Staff |June 10, 2011

2 min read

Sprott to merge Growth, Small Cap funds

Sprott Asset Management has proposed the merger of its Sprott Growth Fund into Sprott Small Cap Equity Fund, saying investors would benefits from the creation a more cost-efficient fund. The company has closed the growth fund to new money immediately. Allan Jacobs and Peter Imhof are expected to remain as managers of the Small Cap […]

By Staff |June 10, 2011

1 min read

CRA on the prowl

More and more, the Canada Revenue Agency is taking a keen interest in how companies, both small and large, structure their tax planning. And it is asking increasingly intrusive questions—not quite audits, but compelling questionnaires. All of this is the name of the GAAR: the General Anti-Avoidance Rule promulgated some 20 years ago. Still, while […]

By Scot Blythe |June 9, 2011

5 min read