News and resources for Canada's top financial advisors
Industry
There’s an old traders’ saying that claims “as goes January, so goes the year.” If that is the case, equity fund investors are going to have a very good 2006. In the first month of this year, seven of Morningstar Canada’s Fund Indices gained more than 6%. Of the 31 fund indices, 29 posted positive […]
By Steven Lamb |February 2, 2006
2 min read
January was another healthy month for the mutual fund industry, with net new sales estimated at between $1.2 billion and $1.7 billion, according to IFIC. That’s down from December’s total of $1.7 billion, but more than double last January’s $660 million in sales. “Sales are in line with expectations for this time of year,” said […]
By Doug Watt |February 2, 2006
1 min read
The massive American current account deficit combined with the accumulation of foreign exchange reserves in Asia could pose a threat to the Canadian economy, according to the senior deputy governor of the Bank of Canada. Speaking on Wednesday in Saint John, New Brunswick, Paul Jenkins noted that although world economic growth has been “remarkably strong” […]
By Doug Watt |February 1, 2006
3 min read
Retail clients will get a chance to learn more about the fate of their investments in the failed Olympus United hedge funds next month. RSM Richter, the receiver for the Norshield Group, has announced an investor information meeting for February 21 in Toronto, with videoconference links for investors in Montreal and Vancouver. The meeting comes […]
By Scot Blythe |January 31, 2006
Canadian investors appear to be slowly ratcheting up their exposure to foreign markets, possibly heeding advice to take some profits from the three-year Canadian equity rally. A recent poll by RBC Financial Group found that there has been a slight increase in foreign holdings in RRSPs, but that Canadians still prefer domestic investments for the […]
By Steven Lamb |January 31, 2006
Fifty-seven investment and mutual fund dealers have agreed to a regulatory plan that will see more than $12 million in Portus referral fees returned to investors by May 31. Earlier this month, the Ontario Securities Commission (OSC), the MFDA and the IDA asked the dealers to voluntarily participate in the reimbursement plan and respond in […]
By Staff |January 31, 2006
(February 3, 2006) Altamira Investment Services is increasing the interest rate of its High-Interest CashPerformer savings account to 3.25%, effective immediately. It’s the second time this year Altamira has raised rates on the popular product. On January 16, the CashPerformer rate was bumped up to 3.15%. The firm’s U.S. High-Interest CashPerformer will remain at its […]
By Staff |January 30, 2006
12 min read
To a busy securities firm, June of 2008 is a long way away. But to that firm’s IT staff, it’s the blink of an eye. A request for proposals soliciting vendor bids for development of the Trade Reporting and Electronic Audit Trail Standards (TREATS) will go out soon, Investment Dealers Association vice president for sales […]
By Philip Porado |January 30, 2006
The Financial Planners Standards Council (FPSC) celebrated its tenth anniversary on Thursday night at the University Club in Toronto, taking the opportunity to honour its out-going president. Receiving the surprise award was retiring FPSC founding member and president, Donald J. Johnston. Johnston was presented with a trophy and his name will be the first to […]
By Heidi Staseson |January 27, 2006
5 min read
Lowering fees, reducing size and becoming more relevant and responsive to consumers were the main themes of the Current Issues in SRO Compliance conference in Toronto on Thursday, but it was a harsh rebuke by a large lobby and consumer advocacy group that left delegates fidgeting in their seats. The meeting was meant to be […]
By Mark Brown |January 27, 2006
4 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.