News and resources for Canada's top financial advisors
Industry
(April 15, 2004) For the third straight month, Canada’s mutual fund industry posted strong sales, but experts don’t expect the good times to last. March net sales totalled $4.1 billion, IFIC said today in its monthly fund report, a 20% decline from February. “Sales for March are normally high as it is expected that a […]
By Doug Watt |April 15, 2004
2 min read
(April 14, 2004) A series of natural disasters had little impact on economic growth last year, Statistics Canada reported today. Canada’s real GDP advanced 1.7% in 2003, about half the pace of the previous year. StatsCan noted there was much discussion in 2003 on the “seemingly biblical” series of negative shocks to the economy, such […]
By Doug Watt |April 14, 2004
1 min read
(April 14, 2004) When was the last time you were approached by a pushy salesperson and thought: “Wow, I have got to tell my friends about this great service!” Never? Really? Now think about how you approach the topic of referrals with your clients. In The ADVISOR Group’s second Annual Dollars & Sense Survey of […]
By Steven Lamb |April 14, 2004
3 min read
(April 13, 2004) Citing shifts in the global economy, the Bank of Canada today lowered its benchmark overnight lending rate by 25 basis points to 2%, a 44-year low. The move was widely expected by economists. “The Canadian economy continues to adjust to developments in the global economy,” the central bank said in a statement […]
By Doug Watt |April 13, 2004
(April 13, 2004) Canada’s securities regulators are ignoring the principles of investor protection to keep industry participants happy, charges an investor lobby group. In a strongly worded report, the Small Investor Protection Association (SIPA) accuses regulators of watering down a proposal to introduce a new fund governance regime. The Canadian Securities Administrators’ (CSA) proposed National […]
(April 16, 2004) The Financial Planning Standards Council (FPSC) has upgraded its Web site to include more information about financial planning. The promoter of the CFP designation introduced the new online Learning Centre today. “Learning — like financial planning — should be a lifelong pursuit,” says FPSC vice-president Ann Bowman. “The FPSC Learning Centre is […]
By Staff |April 12, 2004
5 min read
(April 12, 2004) With RSP season over and tax time winding down, the investment industry is gearing up for a number of major spring conferences, including Advocis and the IDA. Advocis — the country’s largest advisor association — stages its annual gathering in Calgary this year, from May 26 to May 29. The conference — […]
(April 8, 2004) Economists at the big banks are calling today’s employment report a clincher for an expected rate cut from the Bank of Canada on Tuesday. “Central banks do not make interest-rate decisions on the basis of a single data point, but this morning’s Canadian employment report for March will surely be a critical […]
By Steven Lamb |April 8, 2004
(April 8, 2004) Canada’s highest court has rejected an application by an investor seeking to sue the IDA. Christopher Morgis wanted to include the IDA as a defendant in his lawsuit against bankrupt brokerage firm Thomson Kernaghan, arguing that the industry association should have acted more quickly to investigate the firm’s operations. The Supreme Court […]
By Doug Watt |April 8, 2004
(April 7, 2004) A proposal by the Canadian Securities Administrators (CSA) to introduce a new mutual fund governance regime is seriously flawed, says Morningstar Canada’s director of analysis. “The proposal does not do enough to establish an effective independent oversight mechanism,” Mark Warywoda says in a column posted on Morningstar Canada’s Web site. “At the […]
By Doug Watt |April 7, 2004
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