News and resources for Canada's top financial advisors
Industry
(June 1, 2005) Canada does have an effective restitution process for investors who have been harmed by brokers or financial firms, regulators say. The Ontario Securities Commission held an investor town hall in Toronto on Tuesday night, which attracted more than 400 people. It may be little-known to most retail investors, but the Ombudsman for […]
By Doug Watt |June 1, 2005
2 min read
(June 1, 2005) Most advisors now are aware, at least, that privacy and the way they collect and protect personal client information is covered by legislation like the Personal Information Protection and Electronic Documents Act (PIPEDA). Those who understand the rules however say there are still quite a few inconsistencies and “holes you could drive […]
By Kate McCaffery |June 1, 2005
(May 31, 2005) Changing demographics will have a long-term effect on the practices of financial advisors, experts say, and must be properly understood for professional survival. Demographics are “…one of the more important aspects of retirement planning,” argued Carl Haub, senior demographer at the Washington, D.C.-based Population Research Bureau during a recent National Press Foundation […]
By Al Emid |May 31, 2005
3 min read
(May 31, 2005) The Manitoba government has appointed an independent prosecutor to review the Crocus Investment Fund in the wake of a scathing report from the province’s auditor general. The report, released late Monday, confirms that there were “serious weaknesses” in the Winnipeg-based labour-sponsored fund’s operations, according to auditor general Jon Singleton. Between September 2004 […]
By Doug Watt |May 31, 2005
(May 30, 2005) Advisors have always accepted responsibility for clients’ portfolio assets within their control. But in recent years, they have found themselves offering advice on assets usually beyond their purview, such as company pension plans. A client realizing that the phrase “unfunded pension liabilities” means that his or her employer-sponsored pension plan has more […]
By Al Emid |May 30, 2005
(May 30, 2005) Although investing in gold is a highly-profitable endeavor for some, it remains a complete mystery to many investors. Adding to the confusion for would-be gold bugs is the way gold company shares behave. The sector isn’t delivering much in the way of performance, despite the fact bullion prices appear to be holding […]
By Kate McCaffery |May 30, 2005
(June 3, 2005) A father and son have been fined almost $250,000 by the Alberta Securities Commission for insider trading and tipping during merger/acquisition negotiations. Ken and Lyle Pretty have admitted to the charges, stemming from information passed from Ken, the son, to his father, while serving as vice president of Newport Petroleum, Hunt Oil […]
By Staff |May 30, 2005
12 min read
Franklin Templeton Investments is a recognized leader in global investing. Our strength and knowledge enables us to offer a worldwide platform of funds for a diversified portfolio. FTI Budget Resources Why Global Equity? The Case for Global Investing The 2005 federal budget contained some good news for investors looking for complete flexibility when making decisions […]
By Staff |May 27, 2005
1 min read
(May 27, 2005) The Canadian Securities Administrators has published for comment a draft paper on a new principal regulator system. The proposal would allow firms and advisors to trade in securities or deal with clients in more than one Canadian jurisdiction, simply by following the rules of their home, or principal, regulator. But Ontario is […]
By Doug Watt |May 27, 2005
4 min read
(May 27, 2005) Investment dealers and their firms are responsible for the suitability of their clients’ investments, even if the product in question is exempt from regulatory oversight, according to an IDA report entitled Regulatory Analysis of Hedge Funds. “The complexities of many hedge fund products make assessment of their suitability difficult,” the report says. […]
By Steven Lamb and Scot Blythe |May 27, 2005
5 min read
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