News and resources for Canada's top financial advisors
Industry
The leaves on Canada’s maple trees weren’t the only things turning red in October. Stock markets ended their seven-month growth streak, sending the monthly returns of most equity funds into the red as well, according to data from Morningstar Canada. Only nine of 43 mutual fund indexes tracked by Morningstar turned in a positive performance, […]
By Steven Lamb |November 3, 2009
2 min read
Most Canadians are not comfortable with their current financial situations and feel they lack the knowledge to build wealth for the long term, according to a survey conducted for Tigrent Inc. The survey, which included American and British respondents as well, found that 53% of Canadians felt that they had insufficient investment knowledge and that […]
By Staff |November 3, 2009
If I had a magic wand I’d wave it, take my clients back in time to before they consolidated any debt and then help them make better decisions. Debt consolidation can be a great strategy, but it can also cause a world of hurt if clients don’t understand their options and don’t change the behavior […]
November 2, 2009
5 min read
The number of active fund managers able to beat their benchmarks has dwindled after a period of strong performance during the market downturn, according to the third quarter Standard & Poor’s Indices Versus Active Funds Scorecard (SPIVA). Overall, 36% of active Canadian equity managers delivered returns superior to their benchmarks. Performance was slightly weaker among […]
By Steven Lamb |November 2, 2009
1 min read
AGF Funds has legally changed its name to AGF Investments Inc. The name change follows the announcement in April 2009 to bring together the retail (AGF Funds) and institutional/private client (AGF Asset Management Group) businesses under one banner: AGF Investments. AGF Investments will be a diversified investment management company that provides “industry-leading services to Canadian […]
By Staff |November 2, 2009
As a full service financial planner, I’m tired of the newspaper and magazine columnists trying to convert everyone into a do-it-yourself investor. Week after week there are articles preaching to the masses with come-ons like “buy stocks for $9.99,” “trade options on your own,” “ten reasons to hate mutual funds,” “five minutes to building an […]
By Kurt Rosentreter |November 1, 2009
3 min read
In the ongoing debate between the good and bad of competing product lines, there are often some interesting reasons given for the product recommendations. Take the use of actively managed and passively managed products, for instance. The variations on active management are nearly endless. Meanwhile, there are three distinct paradigms for passive management: the Fama/ […]
By John De Goey |October 30, 2009
The net inflows into ETFs versus traditional mutual funds continues to be quite large, to the point that ETF providers are not asking if but rather when will ETFs hit $100 billion in assets under management in Canada? According to Investor Economics, there are currently 104 Canadian sponsored ETFs across the five major sponsors in […]
By Mark Noble |October 30, 2009
4 min read
The economic recovery will be gradual for most companies, fragile for many, and largely dependent on the ability to learn from past mistakes, Ernst & Young says in a new report. Picking the brains of more than 500 partners from around the globe, the ‘Lessons from Change’ report states that the overwhelming consensus is that […]
By Staff |October 30, 2009
Has there been enough of a recovery for to advisors to get clients to invest in their registered retirement savings plan? That’s seems to be the big question hanging over the upcoming RRSP season. The industry has to contend with whether clients are finally ready to take their cash off the sidelines and throw them […]
By Al Emid |October 29, 2009
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