Industry

Decorative pattern

How much is enough for retirement?

Participants: Keith Pangretitsch, CFA, Director, National Sales, Russell Investments Scott Robertson, President, Tasman Financial Services, Ottawa Scott Robertson: My basic retirement strategy is customized to individual client needs—whether it is cash management or proper investment strategy—based on an in-depth analysis of each client. Usually it’s a combination of both. I deal with 60 clients across […]

By Vikram Barhat |April 1, 2010

9 min read

Decorative pattern

Predatory trading

It happens to every trader: you place a bid for a thousand shares of thinly traded stock at a nickel above the best bid showing, and before you can blink, there’s another bid a penny in front of you. While desirable from a capital markets perspective—the bid/offer spread is, after all, declining, which is good […]

By James Hymas |April 1, 2010

8 min read

Decorative pattern

EMDs must protect the process

For many exempt market dealers (EMDs), especially those never registered before, there are a host of unfamiliar obligations that must be met, many of which are straightforward and administrative in nature (in many cases, third-party service providers offer cost-effective means of addressing many of these tasks). Other tasks and obligations, such as suitability assessment and […]

By Richard E. Austin |April 1, 2010

3 min read

Decorative pattern

Let them save, says CLHIA

Canada’s insurance and health industry believes the country’s retirement system is far from broken, and that individuals simply need more incentive to save for themselves. The Canadian Life and Health Insurance Association’s (CLHIA) latest report, Saving More for the Future: An Achievable Goal for Canadians offers recommendations that tinker with the existing retirement structure—such as […]

By Jody White |April 1, 2010

2 min read

Decorative pattern

Briefly:

BMO Capital Markets has announced that Perry Hoffmeister will join the firm as head of U.S. investment and corporate banking, effective April 19. He will report to Bill Butt, global head of investment and corporate banking. “Perry has a tremendous reputation for focusing on clients, and a proven ability to lead large teams of professionals […]

By Staff |April 1, 2010

3 min read

Decorative pattern

Overconfidence breeds poor returns

Investors are an awfully smart bunch…just ask them. You’d have a hard time finding one that would say they are below average. Expectations of personal success are generally far higher than probability actually warrant, says Michael S. Falk, CFA, vice-president and chief investment officer, ProManage, a U.S.-based financial services firm. The objective of the presentation […]

By Vikram Barhat |March 31, 2010

2 min read

Decorative pattern

Focus on quality in range-bound market

In economic terms, the planets seem to be lining up. First the markets rebounded from their recessionary lows. More recently, the Bank of Canada has been warning that interest rate hikes are on their way. Today there was even more evidence that Canada’s recovery is in full swing, as Statistics Canada reported January marked the […]

By Steven Lamb |March 31, 2010

4 min read

Decorative pattern

Managers bullish on Canadian, emerging markets equities

A majority of investment managers continue to express bullishness on Canadian equities, and emerging markets according to the latest Russell Canada Investment Manager Outlook. “This quarter, 69% of investment managers surveyed say they are bullish toward Canadian equities,” says Sadiq Adatia, chief investment officer with Russell Canada. “But what’s striking is the slow-but-steady decline in […]

By Jody White |March 30, 2010

1 min read

Decorative pattern

Briefly:

Canada has nudged out the U.S. in terms of being a cost competitive business location, according to KPMG’s Competitive Alternatives 2010 study. The last time the study was conducted, in 2008, the two countries were virtually tied. Canada now holds a 5% cost advantage. The study examined 10 jurisdictions in North America, Europe and Asia […]

By Staff |March 30, 2010

3 min read

Decorative pattern

Opinion: Active investing works

Rarely a week goes by when we don’t read that passive investing through ETFs and low fee index mutual funds is a much better way to go than investing in actively managed mutual funds. And we can count on the authors reminding us that the average mutual fund has lower returns than the benchmark index. […]

By Don Macfarlane, CFP |March 30, 2010

3 min read

← Previous 1 … 1,664 1,665 1,666 1,667 1,668 … 2,143 Next →