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The CPP, which has been steadfast in its opposition to adopting socially responsible investing principles, has had a change of heart, announcing that it will consider environmental, social and governance factors as part of its investment process. In an updated responsible investing policy released on Thursday, the CPP investment board (CPPIB) said that while in […]
By Doug Watt |October 20, 2005
3 min read
Investors need to learn to live with short-term shocks and accept that they will have little impact on the long-term performance of a diversified portfolio, according to the manager of the country’s largest bond fund. “The North American economy, and the Canadian economy in particular, are much more stable that you perceive,” says Satish Rai, […]
By Staff |October 20, 2005
Socially responsible investing (SRI) is expected to grow significantly over the next 10 years, to the point where it could become virtually mainstream, a recently released study concludes. Although most of the growth will be driven by institutional investors, primarily pension funds and values-based groups, such as foundations and religious organizations, the retail market is […]
By Doug Watt |October 19, 2005
2 min read
The difference between an average performer and a high performer in the financial services industry is dramatic. A review of how top advisors spend their time, and the amount of revenue they generate in turn, leads to a very solid conclusion: If you want to outperform, you need to get out of administration, and get […]
By Kate McCaffery |October 19, 2005
4 min read
If you’re reading this, you’ve probably noticed some major changes to the Advisor.ca website. In an effort to make our site cleaner looking and easier to navigate, we began efforts to redesign our site earlier this year and what you’re seeing today represents the results of that process. Why the change? The Internet world moves […]
By Doug Watt |October 18, 2005
Between the floods, hurricanes, earthquakes and tsunamis in the past year, some might be wondering if they have anything left to give to help these communities rebuild. But a newly released paper by TD Bank Financial Group suggests Canadians can be even more charitable, and advisors should be there to help. “Many of the messages […]
By Mark Brown |October 18, 2005
(October 21, 2005) A Quebec class action suit against Norbourg Financial has named the powerful Caisse de dépôt et placement du Québec, alleging the fund failed in its due diligence. “The CDP, by omitting to proceed with due diligence before selling partnerships and funds to Norbourg Financial Group, breached its duty to act reasonably and […]
By Staff |October 17, 2005
15 min read
(October 17, 2005) Advisors have embraced a culture of continuing education and not just because they have to, according to a new poll by Credo Consulting. But with the IDA’s three-year cycle, in which advisors must complete a set number of continuing education (CE) credit hours, little more than 10 weeks away, a number of […]
By Mark Brown |October 17, 2005
(October 17, 2005) Canadians were buying mutual funds and moving out of money market investments in September. Canadian bond funds reported the highest change in net sales during the month, while Canadian equity funds, despite relatively strong market activity during the year, suffered with the highest number of redemptions. Overall, IFIC says net sales for […]
By Kate McCaffery |October 17, 2005
(October 2005) This issue marks my last as part of the Advisor Group. For five years I’ve had the privilege of leading a team dedicated to producing the best magazine, website, conferences and newspaper for financial professionals in Canada. As I embark on a new adventure, I leave behind a talent-rich team that will no […]
By Darin Diehl |October 17, 2005
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