Industry

Decorative pattern

Retirement math still fuzzy

Most Canadians feel they will have enough income to cover their necessities in retirement, according to a poll conducted for RBC, but for most, a “dream retirement” seems out of reach. Ninety percent of respondents said they are financially prepared for a fairly routine lifestyle after they exit the workforce, while 25% said they will […]

By Jody White |January 18, 2010

3 min read

Decorative pattern

Step-by-step branding

Careers are like scaffolding, erected over time, and effective career management requires a balance of strategy and action. You may be a mutual fund specialist in a bank who ultimately wants to be a designated financial advisor, a junior member in a small practice working towards your planner designation, or know only that you want […]

By Kendra Reddy |January 18, 2010

6 min read

Decorative pattern

Blackberry Bold – News Poll Contest

Welcome to 2010, you made it! No roller coaster on the planet could safely duplicate the ride either you or your clients experienced in 2009. Last March, people were talking about the end of the world. Since then, we’ve seen one of the most furious market comebacks in history. Advisor Group wants to know in […]

By Staff |January 15, 2010

1 min read

Decorative pattern

Briefly:

In an economic brief, Avery Shenfeld, the CIBC’s chief economist says he expects commodities to continue to gain steam over the short-term, but he warns they may not be all that great a “buy and hold” asset. “[Commodities] represent the stuff that economic recoveries are made of—the metals used in construction and durable goods, the […]

By Staff |January 15, 2010

3 min read

Decorative pattern

Affluent investors rethink retirement: U.S. study

The worst of the financial meltdown may be over but it appears to have had a big impact on affluent investors in the U.S. According to Merrill Lynch’s ‘Insights Quarterly’, a survey of the values, financial priorities and concerns of affluent Americans, that group is rethinking and reworking their vision of retirement. The study also […]

By Mark Noble |January 15, 2010

3 min read

Decorative pattern

Briefly:

The Financial Planning Standards Council announced the results of the November 2009 CFP examinations, which were written by 1,272 candidates. Of that total, 44.7% passed the exam, with first-time writers doing even better, with a pass-rate of 50.3%. The 569 successful candidates will have their names published in The Globe and Mail. There are already […]

By Staff |January 14, 2010

4 min read

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Briefly:

The president and managing director of State Street Global Advisors, Ltd. (Canada) has left the firm, joining Desjardins Group as vice-president of investments. Grégory Chrispin joins Desjardins’ wealth management and life and health insurance executive division, effective February 1. Among his responsibilities, Chrispin will be in charge of real estate and securities investments, selection and […]

By Staff |January 13, 2010

3 min read

Decorative pattern

Institutional managers key to ETF growth: Study

If exchange traded funds are to capture more market share from traditional mutual fund trusts, they will need to make inroads with institutional money managers, according to a report on the U.S. market by State Street. The firm’s VisonFocus report says a higher adoption of ETFs by funds and institutions will go along way to […]

By Mark Noble |January 13, 2010

4 min read

Decorative pattern

Segregated index funds hit the market

The indexing trend has pushed down another product barrier, with the launch of a new line of segregated index funds and guaranteed minimum withdrawal products by Pro-Financial. With a growing number of boomer clients nearing retirement, segregated funds have grown in popularity, thanks to their capital guarantees. The biggest complaint they draw from advisors is […]

By Mark Noble |January 13, 2010

3 min read

Decorative pattern

Briefly:

Groupe Promutuel and Desjardins Group have signed an agreement-in-principle, which will create a business partnership for the distribution of financial products and services, such as mortgage loans and savings products. “We are delighted to have reached an agreement with our Groupe Promutuel colleagues, which is proof of our common desire to bring two organizations that […]

By Staff |January 12, 2010

5 min read

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