News and resources for Canada's top financial advisors
Industry
(July 29, 2005) Many clients have locked-in retirement accounts (LIRA) as a result of changing careers several times during their lives. These assets are generally inaccessible to clients until they reach retirement, but unscrupulous advisors, several of whom are the targets of ongoing regulator investigations, are advertising to the contrary and preying on needy clients. […]
By Kate McCaffery |July 29, 2005
3 min read
(July 28, 2005) In what could be seen as a threat to the long-term care insurance industry, a Quebec task force on health care is calling for implementation of a state-run “loss-of-independence insurance plan” to bridge the gap between current healthcare insurance and the costs incurred by the elderly in a nursing care setting. “The […]
By Steven Lamb |July 28, 2005
2 min read
(July 28, 2005) Advisor.ca has been experiencing technical difficulties with our e-mail delivery system. For those who have missed out on the A.M. and P.M. Bulletins, don’t despair — they are still available in the Advisor.ca Bulletin Archive. We apologize for any inconvenience. We are working to correct the problem. (07/28/05)
By Staff |July 28, 2005
1 min read
(July 28, 2005) The energy sector is on a tear and taking the entire Canadian market with it. The fundamentals supporting the boom are still relatively solid, but some analysts say we’re reaching cyclical highs, and managers are finding out shares are getting pretty fairly valued. “None of the companies in the energy sphere — […]
By Kate McCaffery |July 28, 2005
4 min read
(July 27, 2005) Canadian mining and resource companies that make up a significant part of the S&P/TSX Composite Index are operating in countries with some of the highest rates of HIV/AIDS infection in the world. The Ethical Funds Company has conducted a preliminary review of those companies as part of its effort to benchmark current […]
By Kate McCaffery |July 27, 2005
(July 27, 2005) It has become something of an axiom that investors continue to chase performance in the mutual fund world, but recent research indicates there is more driving sales than the latest performance ranking for a given fund. Despite repeated encouragement toward long-term investing, many investors still take a short-term view when making their […]
By Steven Lamb |July 27, 2005
(July 26, 2005) Managers of institutional pooled funds found their best returns in emerging markets stock investments in the second quarter of the year, according to Morningstar Canada. The median fund in the nine-fund category returned 6% in the three months ending June 30, with the overall top performing fund — Fidelity Latin America MF […]
By Steven Lamb |July 26, 2005
(July 26, 2005) Players in the National Hockey League did not gain much from the 310-day lockout, but it did wake them up to what life is like without hockey —and a steady paycheque. That might not be such a bad thing for the advice industry, as play is set to begin again, and several […]
By Mark Brown |July 26, 2005
(July 29, 2005) Canadian pension funds maintained their growth momentum in the second quarter of 2005, thanks largely to a “surprise” rally in the bond market and stronger energy prices, according to a report from RBC Global Services’ BENCHMARK analytics division. “The recent buoyancy of the bond market defies conventional wisdom. Rising interest rates normally […]
By Staff |July 25, 2005
7 min read
(July 25, 2005) The income trust market has produced some of the hottest financial products in the past three years, but it is starting to show signs of over development. Initial public offerings of new trusts are largely languishing, not only in the face of potentially higher interest rates, but also as some question the […]
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