News and resources for Canada's top financial advisors
Industry
(October 20, 2003) With stock markets recovering, many investors will be breathing a sigh of relief as they open their latest quarterly statements to find positive returns in their mutual fund portfolios. But how long will it take to recoup the heavy losses of the past few years? The Investor Education Fund attempts to answer […]
By Doug Watt |October 20, 2003
2 min read
(October 20, 2003) Despite the challenges posed by outbreaks of disease, the blackout and the soaring dollar, the Canadian economy is in pretty good shape, according to Peter Drake, vice-president and deputy chief economist at TD Bank Financial Group. Drake admits the economy has been hit with some “bad luck” — with the combined effect […]
By Steven Lamb |October 20, 2003
3 min read
(October 17, 2003) Mutual funds composed of other mutual funds — an increasingly popular product for advisors and investors looking for customized asset allocation — will now have more flexibility in how they allocate assets. The Canadian Securities Regulators has approved amendments to National Instrument 81-102. Until now, mutual funds could invest no more than […]
By Scot Blythe |October 17, 2003
(October 16, 2003) Canadians are more optimistic about the markets for the upcoming year, but few realize the strength equities have shown already this year, according to a survey by Investors Group. Despite the TSX Composite index’s year-to-date gains of over 17%, only 36% of respondents were aware of the rally. Optimism for the future […]
By Steven Lamb |October 16, 2003
(October 15, 2003) The Bank of Canada has left its trendsetting interest rate untouched at 2.75%. Economists had expected no change, but many in the business community have been calling for a rate cut to fight the rise in value of the loonie. “It was predictable, given the recent speeches but I think it was […]
By Steven Lamb |October 15, 2003
(October 15, 2003) Canadian mutual funds gave back some of the gains made in the past five months, as Morningstar Canada revealed that only 11 of 32 Morningstar Canada Fund Indices posted gains in September. Nearly 80% of the funds tracked by Morningstar remain in positive territory on a year-to-date basis, thanks in large part […]
(October 15, 2003) Investors continued to cash out of money market funds, driving September’s net sales of mutual funds into negative territory, according to IFIC’s monthly industry report. Gross fund sales hit $8.3 billion, with reinvested distributions accounting for a $648 million of that total. There was an outflow of $885 million from money market […]
(October 14, 2003) Standard Life has released its response to the Joint Forum of Financial Industry Regulators’ proposals regarding employer-sponsored pension plans and Group RRSPs. While welcoming the initiative as a means to “develop a foundation for the effective regulation of capital accumulation plans (CAP),” the firm has expressed concern that the current proposal will […]
By Staff |October 14, 2003
(October 16, 2003) Applications for life insurance jumped by 4.4% in Canada for September, on a year-over-year basis, according to the MIB Life Index. The 60+ age group led the pack, with a 19% increase in the number of applications for life insurance. In North America as a whole, insurance applications rose 2.2%, with U.S. […]
(October 10, 2003) Rumours continue to fly in the Talvest Town Hall over the fate of Cartier Partners Financial Group, including speculation that a deal will be announced by the end of the month. Things heated up when a user identified only as “Industry Specialist” offered his two cents. “There will not be many buyers […]
By Steven Lamb |October 10, 2003
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