Industry

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Wisdom, not money, tops inheritance goals: Study

Undertaken by Oxford University’s Institute of Ageing, the survey asked 21,000 people in 21 countries (1,000 in each country) about retirement. The survey found that not only do Canadians have the rosiest outlook on their retirement prospects, they are also are unconcerned about leaving money for their family and want the government to play a […]

By Mark Noble |May 13, 2008

3 min read

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On The Shelf:

(May 12, 2008) RBC has launched two new fund-linked GICs, with returns based on those of the RBC Canadian Dividend Fund and the RBC O’Shaughnessy International Equity Fund. “These new GICs are part of our ongoing commitment to provide investors with choices and solutions to help them achieve their goals,” said Max Thompson, head, GICs […]

By Staff |May 12, 2008

1 min read

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By The Book: MFDA warns on leverage claims

(May 12, 2008) The Mutual Fund Dealers Association has issued a notice to members, over concerns that inappropriate communications are being sent to clients regarding the suitability of investment loans. The MFDA initially warned members against forwarding materials from loan providers to clients without first assessing suitability, back in August 2005. Since then, the practice […]

By Staff |May 12, 2008

1 min read

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Briefly:

(May 12, 2008) The Financial Planning Standards Council has announced the recipient of this year’s Donald J. Johnston Award for Outstanding Contribution to the Profession of Financial Planning in Canada. Jim Rogers, founder and now chairman of Rogers Group Financial and 40-year veteran of the financial services industry, will receive the award at the FPSC’s […]

By Staff |May 12, 2008

4 min read

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Green demand gets more attention

Ontario Securities Commission Staff Notice 51-716 is still drawing considerable attention, given the public notice is part of a standard evaluation the provincial regulator undertakes of regular business disclosures. Since its release at the end of February, 51-716 has caught the attention of media outlets (including Advisor.ca, go to: ), lawyers and industry pundits. Most […]

By Romana King |May 12, 2008

3 min read

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Global diversification hits fixed-income

For most Canadians, particularly retirees, liabilities are in Canadian dollars, which lessens the appeal of pure-global bond funds. Capital International believes there is untapped demand for Canadian-anchored fixed income, which can provide an income stream in Canadian dollars, but also has the ability to diversify into the global fixed-income market to offset concentration risk. The […]

By Mark Noble |May 12, 2008

4 min read

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Industrial Alliance buys National Financial

Industrial Alliance Insurance and Financial Services has struck a deal that will expand its presence in the wealth management business. The Quebec-based insurer will acquire 100% of the shares of National Financial Corporation, the corporate parent of AEGON Dealer Services Canada, Money Concepts (Canada) and National Financial Insurance Agency. Industrial Alliance already owns Investia Financial […]

By Steven Lamb |May 9, 2008

2 min read

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On The Shelf:

(May 9, 2008) JovFunds Management, a subsidiary of Jovian Capital Corporation, has launched the Jov Fiera Tactical Allocation Portfolios. The prospectus-based portfolios of exchange-traded funds (ETFs) are sub-advised by Fiera Capital Inc. “Building on the success of the Horizons BetaPro ETFs, and the growing demand for exchange-traded funds, we have developed a series of tactical […]

By Staff |May 9, 2008

2 min read

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Briefly:

(May 9, 2008) The Alberta Securities Commission (ASC) is urging Albertans to exercise caution before they make a decision about where to invest their refunds.. During the month after the tax filing deadline, many companies start to promote investment opportunities, encouraging investors to use income tax refunds to “start early this year.” The ASC urges […]

By Staff |May 9, 2008

4 min read

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Feds unveil new locked-in account options

Clients with locked-in holdings have new spending options at their disposal after the federal government released amendments to the Pension Benefits Standards Regulations, which make good on commitments outlined in this year’s federal budget. According to federal documents, the changes are intended to improve the quality of life for individuals holding federally-regulated locked-in Registered Retirement […]

By Kate McCaffery |May 9, 2008

5 min read

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