Industry

Decorative pattern

Briefly:

(November 11, 2005) AGF has launched a new fund-of-fund investment, touted as being so tolerant to sharp downward swings, the firm is promising investors up to 0.9% in the form of new units if the fund doesn’t beat its benchmark over a three year annualized period. The new product is called AGF Elements, and uses […]

By Staff |November 7, 2005

13 min read

Decorative pattern

Mortgage brokers to promote designation

The Canadian Institute of Mortgage Brokers and Lenders (CIMBL) has announced it will transform itself from an industry association to a professional association over the coming year, built around the Accredited Mortgage Professional (AMP) designation. The designation was launched by CIMBL in January 2004, with almost 45% of the group’s member qualifying for the designation […]

By Steven Lamb |November 7, 2005

2 min read

Decorative pattern

Critic blasts CPP policies

The CPP has opened the door to political interference by adopting a new policy on socially responsible investing, says the federal director of the Canadian Taxpayers Federation. John Williamson also wants to see a change in the way CPP surplus is distributed. Williamson says he believes the CPP’s recently-announced social investment principles are “bad policy” […]

By Anna Sharratt |November 4, 2005

2 min read

Decorative pattern

Get involved in tomorrow’s growth market today.

Is it any wonder there’s a burgeoning market in Canada for long term care insurance? Our population is aging and we’re facing increasing health care costs. Could your clients’ retirement funds withstand the impact of having to pay for long term home or facility care? Long term care insurance offers a perfect solution that can […]

By Staff |November 4, 2005

1 min read

Decorative pattern

IDA calls for tax cuts

(November 4, 2005) In what has become something of an end-of-year tradition, the IDA is calling on the federal government to cut taxes in the next budget. According to a report by the IDA, Canada’s productivity has essentially flat-lined over the past five years, lagging growth in the U.S. and other members of the Organization […]

By Steven Lamb |November 4, 2005

2 min read

Decorative pattern

In the client’s mind, it’s all retail

The next time you’re in the local mall, you might want to pay closer attention to the strategies employed by retailers, which may also be the next big trend in financial services. Take Wal-Mart for example. The world’s most successful retailer has spun off at least two trends that have entered the investment industry, according […]

By Steven Lamb |November 3, 2005

3 min read

Decorative pattern

Insurance regulation at

The insurance industry is at a “critical juncture” when it comes to regulation, experts say. Regulators are keenly interested in efforts aimed at greater disclosure and transparency, so much so that they have issued consultation papers suggesting such principles be written into law. The industry on the other hand has come back saying such changes […]

By Kate McCaffery |November 3, 2005

3 min read

Decorative pattern

Introductory advice

Allow me to introduce myself: For the past six years at Advisor’s Edge, I’ve worked behind the scenes with my editorial team to produce content that helps you build your business. Now that I’m in the editor’s chair, I thought it would be a useful exercise to reflect on what I’ve learned from you and […]

By Deanne Gage |November 3, 2005

3 min read

Decorative pattern

October maintains bad reputation

(November 2, 2005) The recent downturn in energy prices was enough to knock resource and income trust-based funds out of the top performance slots in October, according to the latest data from Morningstar Canada. In fact, the drop from $66 to $59 a barrel sent energy based funds to the very bottom of the charts. […]

By Steven Lamb |November 2, 2005

2 min read

Decorative pattern

Avoiding estate planning traps

Advisors can steer clear of estate planning pitfalls by using the will drafting process to avoid a collision of competing objectives between beneficiaries of the testator (the individual whose estate will be divided after decease). For the advisor, this means working with the client-testator to anticipate and prevent potential problems that could occur after death, […]

By Art Melo |November 2, 2005

3 min read

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