Industry

Decorative pattern

Currency remains a dangerous bet

As the loonie continues its waltz with the greenback, investors may be tempted to jump into U.S. markets in the hope of making a double whammy of returns, should the loonie slump back to 80 cents. Advisors, however, are quick to warn against such a move, saying it could be unwise, premature and a departure […]

By Vikram Barhat |April 14, 2010

3 min read

Decorative pattern

Best of 2010: Top 10 ways to be a trusted advisor

We celebrated our 10th anniversary this year, and wouldn’t you know, that “10” motif just kept popping up. Robert Abboud offered up 10 tips on establishing client trust. • • • 10. Eat what you cook Any advice I give to clients is the same advice I follow myself. We have to walk the talk […]

By Robert Abboud |April 13, 2010

4 min read

Decorative pattern

Briefly:

BMO Capital Markets has announced Ken Tuchman and Chick Adair as the two new vice-chairs of investment and corporate banking, respectively. Adair has worked with BMO for almost 25 years, most recently serving as an executive in the M&A Group. He was one of the founders of BMO’s food and consumer group as well as […]

By Staff |April 13, 2010

2 min read

Decorative pattern

Briefly:

Sprott Inc. has named John Ciampaglia as the new chief operating officer of Sprott Asset Management LP. Ciampaglia has worked in the investment industry for 17 years. He has served as senior vice-president, product development at Invesco Trimark, as well as held multiple product management and research roles at TD Asset Management. “John is a […]

By Staff |April 12, 2010

3 min read

Decorative pattern

Planning the (blended) family business

Estate planning done badly is one of those areas where only the lawyers make out well in the end. This is particularly true when it comes to tax and estate planning for blended families. Even if a client’s decisions are not particularly contentious, there are still places where a significant amount of money can be […]

By Kate McCaffery |April 9, 2010

5 min read

Decorative pattern

Briefly: Franklin Templeton to trim shelf

Franklin Templeton Investments announced two changes yesterday aimed at streamlining the company’s product shelf. The first is the merger of the Templeton European Corporate Class and Franklin Japan Corporate Class funds into the Templeton International Stock Corporate Class. This merger is to be voted on by securityholders around June 4. If approved, this merger will […]

By Staff |April 9, 2010

1 min read

Decorative pattern

Insider reporting rule changes end of month

There are a slew of fresh changes coming to the insider reporting and early warning regime, including acceleration of filing deadline, extending the concept of deemed beneficial ownership and reporting for derivatives. The final version of National Instrument 55-104 Insider Reporting Requirements and Exemptions (NI 55-104) comes into effect on April 30, 2010. At a […]

By Vikram Barhat |April 9, 2010

2 min read

Decorative pattern

Bond ETFs demystified

Bond ETFs have gained in popularity in the decade since their inauguration in Canada, but there are subtleties in their investment characteristics that are often misunderstood. Four of these characteristics will be examined in this article: Bond ETFs have gained in popularity in the decade since their inauguration in Canada, but there are subtleties in […]

By James Hymas |April 9, 2010

7 min read

Decorative pattern

Tracking ETF error

The 1 kg of stewing beef I bought ended up tasting like pork. When confronted, the butcher retorted “Well buddy, it’s meat isn’t it?” Most consumers would be incensed at this response, but for some reason, investors are far more tolerant. It may be that mutual funds have dulled our expectations by underperforming their benchmarks […]

April 9, 2010

4 min read

Decorative pattern

Advisors skeptical of U.S. social media site

A new U.S.-based site promising to build an exclusive networking lounge for the global community of financial advisors has a rocky foundation, according to financial experts on both sides of the border. Craftily named linkedFA — although it has no connection with the popular professional networking site LinkedIn — its creators claim it is “the […]

By Vikram Barhat |April 8, 2010

4 min read

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