News and resources for Canada's top financial advisors
Industry
facility; transaction experiences; transaction experiences; facility; account setup/product offerings; account statements; fees; and problem resolution. The 2007 Canadian Retail Banking Study includes the largest financial institutions — banks and credit unions — in Canada, and is based on responses from 11,325 customers who use a primary financial institution for personal banking. The study was fielded […]
By Steven Lamb |August 30, 2007
3 min read
Advisors south of the border are increasingly using exchange traded funds (ETFs) in their clients’ portfolios instead of traditional equity-based mutual funds, according to a survey of independent advisors, commissioned by U.S. brokerage Schwab Institutional. Conducted biannually by Koski Research, the Independent Advisor Outlook Study is a survey of more than 1,000 independent U.S. financial […]
By Mark Noble |August 30, 2007
4 min read
When a top manager departs suddenly, it can leave fund companies and their investors in the lurch. AIM Trimark, though, is reassuring investors that it will be business as usual for the funds formerly overseen by star fund manager Geoff MacDonald, who announced his resignation last week. AIM Trimark has been able to find replacements […]
By Mark Noble |August 29, 2007
(August 29, 2007) CSI Global Education, which administers the Canadian Securities Course, among other programs, has held a special graduation ceremony for 28 employees of Guangfa Securities, one of China’s top securities firms. “Canada’s expertise in the financial services industry coupled with our high level of proficiency standards can help accelerate the growth of capital […]
By Staff |August 29, 2007
branch access and convenience; staff service at the branch; valuing [the customer’s] business; willingness to recommend to family and friends; value for money of products and services received; overall quality of customer services; overall quality of customer services; value for money of products and services received; willingness to recommend to family and friends; valuing [the […]
While the market has been in turmoil for weeks now, the long-term effects of falling stock prices and vanishing liquidity has yet to be felt. So although Crosbie & Company’s quarterly report on Canadian mergers and acquisitions says M&A activity had its best quarter ever, it’s important to remember that the outlook for the rest […]
By Bryan Borzykowski |August 29, 2007
(August 28, 2007) The Canadian Home Income Plan (CHIP) faces new competition in the reverse mortgage market that it has long dominated. Seniors Money International has announced it will enter the Canadian market with the stated goal of becoming “the preferred provider in conservative and flexible retirement funding.” “The entry of Seniors Money into Canada […]
By Staff |August 28, 2007
(August 27, 2007) The Charter Life Underwriters Institute has announced that Cynthia Bowden will serve a second term as chair of the board of trustees, following the group’s annual general meeting in Banff, Alberta, last week. “It’s a real honour to serve another term as chair of the CLU Institute Board,” Bowden said in a […]
By Staff |August 27, 2007
There’s nothing more frustrating for advisors and clients alike than being buried beneath a growing pile of disclosure documents. At least that’s what the Investment Industry Association of Canada thinks. Recently, the IIAC sent a letter to Jean St-Gelais, president of both the Canadian Securities Administrators and Quebec’s Autorité des marchés financiers, decrying the “excessive […]
By Bryan Borzykowski |August 27, 2007
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