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Industry
Time is running out for organizations to voice their opinions on the proposed mutual fund point-of-sale document. But having until October 15 to submit comments doesn’t mean everyone’s waiting to speak up. Last week the Investment Industry Association of Canada issued a release outlining its concerns with the proposed “fund fact” document — a two-page […]
By Bryan Borzykowski |October 11, 2007
4 min read
(October 10, 2007) Clients who own their own businesses may sound ideal, but if a client’s enterprise is still a start-up, he or she may put the business first and let personal finances slide, according to one survey. The survey of self-employed Canadians found that 80% of respondents had made some kind of personal or […]
By Staff |October 10, 2007
3 min read
It’s no secret that the environment is one of the hottest topics on everyone’s agenda today, but if you’re looking for proof then the Conference Board of Canada’s got it. The organization released the Carbon Disclosure Project 2007: Canada 200 report on Wednesday, which found that 88% of the 315 global survey respondents thought climate […]
By Bryan Borzykowski |October 10, 2007
The Elements portfolios have been tremendously popular with advisors since their launch in November 2005, surpassing more than $2 billion in assets in less than two years. A large part of its success can be attributed to its independent, objective due diligence – offered by Wilshire® Associates. Click here to learn more about their state-of-the-art […]
By Staff |October 9, 2007
1 min read
(October 9, 2007) Nearly half of all adults in Ontario — 46% — have not drawn up any kind of financial plan to save for retirement, according to a survey by investorED.ca. And that’s just the tip of the iceberg. The survey also found that 58% of parents have no plan for funding their children’s […]
2 min read
In wealth management, the Bank of Nova Scotia is known as the big bank the little guy can kick around. Either through acquisition or internal restructuring, this is something Scotia’s determined to change. Among the big six banks, Scotia is second only to RBC Financial in the total value of its assets, yet its $18 […]
By Mark Noble |October 9, 2007
(October 5, 2007) It may soon become a little easier to be green. The Montreal Exchange has filed for regulatory approval of rules governing the trade of environmental derivatives, including carbon credits, on its Montreal Climate Exchange (MCeX), a joint venture with the Chicago Climate Exchange. “The MCeX partners have taken a decision to launch […]
By Staff |October 5, 2007
Of the myriad risks listed on the average fund prospectus — market risk, interest rate risk, opportunity risk, to name just a few — political risk is one investors should start paying more attention to when selecting international investments. “Politics increasingly matters to the markets,” says Ian Bremmer, president of political risk consultancy firm Eurasia […]
By Steven Lamb |October 5, 2007
(October, 4, 2007) The worst of the recent credit troubles have passed, which should allow the TSX to rally toward 15,000 by year-end, according to a new CIBC World Markets outlook report. “While some problems remain in the asset-backed commercial paper market, we are becoming more confident that the worst in credit markets may now […]
By Staff |October 4, 2007
The mutual fund industry hopes to make life easier for investors by introducing a two-page “Fund Fact” document outlining the details of a newly purchased mutual fund. But according to some industry executives, the proposed paper has a number of flaws that need to be addressed. Carole Dagher, legal counsel for CIBC, thinks the proposed […]
By Bryan Borzykowski |October 4, 2007
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