News and resources for Canada's top financial advisors
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(May 8, 2008) Richardson Partners Financial and Jantzi Research announced Thursday that they’re teaming up to offer advisors “best-of-sector” research and a new Canadian SRI mandate. Thanks to Jantzi, Richardson Partners’ advisors will have access to Canadian, U.S. and international research to help clients with their SRI investing. “For a growing number of high-net-worth individuals, […]
By Staff |May 8, 2008
1 min read
(May 8, 2008) Looking for a new job? How about president and CEO of Manulife Financial, or maybe chairman of Power Financial? At their respective annual shareholders’ meetings on Thursday, both firms announced the high-ranking executives would be retiring. Manulife’s current president and CEO, Dominic D’Alessandro, will relinquish his duties in May 2009, while Robert […]
2 min read
Maybe you can blame it on testosterone, but when it comes to investment fraud, men are easy marks, according to a study by the British Columbia Securities Commission. Using data compiled by the Canadian Securities Administrators (CSA) in 2006 and 2007, the BCSC found that while women are approached less frequently with shady investment opportunities, […]
By Steven Lamb |May 8, 2008
It’s very likely one of your clients will try his or her hand at being an entrepreneur and will look for your advice, concludes a new survey conducted by Ipsos-Reid on behalf of RBC Royal Bank. Based on the proportion of respondents to the survey who said they want to be an entrepreneur, RBC estimates […]
By Mark Noble |May 8, 2008
4 min read
(May 7, 2008) Canadians relying on defined contribution (DC) pension plans may be in for a shock when they retire, according to the Association of Canadian Pension Management (ACPM). The group says member-directed pensions will “not contribute meaningfully to an adequate retirement income.” In a report entitled Delivering the Potential of DC Retirement Savings Plans, […]
By Staff |May 7, 2008
3 min read
Boston-based Financial Research Corporation has completed a study, based on a survey of advisors and branch managers, outlining the most effective marketing methods to obtain advisor business. Craig Kilgallen, the study’s author and director of the FRC’s Advisor Insight series, says the shift into more holistic planning has decreased the time advisors have to spend […]
By Mark Noble |May 7, 2008
5 min read
The report finds that Canadians are holding onto a record $45 billion in extra cash they normally would invest in the markets, which represents 10% of the total personal liquid assets in Canada. Benjamin Tal, senior economist at CIBC World Markets, says $35 billion worth of equity funds have been cashed out in the last […]
It's no secret that leveraged investing is risky, but that doesn't mean advisors across the country have stopped employing the strategy.
By Bryan Borzykowski |May 6, 2008
6 min read
(May 6, 2008) Manulife Investments and RBC have teamed up to offer a series of new principal-protected deposit notes, which provide access to global equity markets. The Manulife Investments Global Balanced Plus Deposit Notes are tied to the performance of three funds: the Mawer World Investment Fund, the Manulife Strategic Income Fund, and the Manulife […]
By Staff |May 6, 2008
(May 6, 2008) Morningstar Canada has been selected to provide global mutual fund and stock data for the PlanPlus Web Advisor platform. “A key benefit of our Web Advisor is the ability for advisors to identify the existing asset allocation of a client’s current holdings as well as accurately illustrate the recommended asset allocation and […]
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