News and resources for Canada's top financial advisors
Industry
(October 14, 2005) Canada’s proposed new anti-money laundering and anti-terrorist financing legislation would impose onerous obligations on financial advisors, Advocis says in a submission to the federal government. Advocis commends Ottawa for attempting to put Canada in the forefront in the global fight against money laundering and terrorism. But the country’s largest advisor association maintains […]
By Doug Watt |October 14, 2005
2 min read
(October 14, 2005) Standard & Poor’s issued two key decisions on income trust this week. First, the ratings agency said it would go ahead as planned and add trusts to the TSX starting in December. A day later, S&P decided not to alter its stability ratings on trusts — at least not yet. Both were […]
By Mark Brown |October 14, 2005
3 min read
(October 13, 2005) It took more than three years, but self-regulatory organizations and state regulators in the U.S. finally harmonized their definition of “branch office” for examination, registration and supervision purposes. Late last year, the Securities and Exchange Commission (SEC) approved a proposal hammered out by the New York Stock Exchange (NYSE), National Association of […]
By Philip Porado |October 13, 2005
(October 13, 2005) Canadian women feel more secure about their financial future, but at the same time may need to assume more risk in their portfolio to achieve their retirement goals, according to a national survey commissioned by TD Waterhouse. Perhaps reflective of the overall retail investor market, 50% of women consider themselves to be […]
By Steven Lamb |October 13, 2005
(October 12, 2005) Despite some success in promoting the CFP designation as a brand, the Financial Planners Standards Council admits the general public still holds misconceptions about financial planning. In a survey of 803 Certified Financial Planner (CFP) professionals, a quarter of respondents said between 26% and 50% of new clients are unclear about what […]
By Steven Lamb |October 12, 2005
(October 12, 2005) Continued strength in the commodities markets will prove to be a double edged sword for the Canadian economy, likely through 2010, according to the latest global economic update from Scotia Economics. In a report entitled Tipping Points, Scotia economists predict demand will remain strong for energy and mineral resources, propping up the […]
(October 11, 2005) The average advisor took home $98,246 in personal annual income in 2004, up from $91,406 the previous year. Advisors on the IDA platform made more, averaging $124,946 annually compared to the MFDA advisors’ average personal annual income of $86,674. Despite this, there’s been no dramatic shift of advisors moving to the IDA […]
By Doug Watt |October 11, 2005
(October 11, 2005) Many critical details related to an advisor’s practice — providing adequate planning and service, creating a credible liability defence in case it is ever needed, and ultimately transitioning the business when the time comes to retire — all depend on good habits and high quality record keeping. Advice for advisors about setting […]
By Kate McCaffery |October 11, 2005
(October 14, 2005) Canadian Trading and Quotation System (CNQ) plans to launch its own alternative market early next year, for trading in securities listed on the TSX. The new market, which will be separate from CNQ’s own listed market of small-cap companies, will provide a low cost alternative to trading on the TSX, CNQ said […]
By Staff |October 11, 2005
11 min read
(October 7, 2005) Jamie Golombek says advisors should be aware of a number of court cases that will affect future tax planning. The tax expert was speaking on Thursday at AIM Trimark’s annual road show in Toronto. Two cases, Eugene Kaulius, et al. V. Her Majesty the Queen, and Her Majesty the Queen v. Canada […]
By Kate McCaffery |October 7, 2005
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