Industry

Decorative pattern

Advisor Forum update: Financial planning for big-ticket buying

(October 3, 2003) For many advisors, financial plans take in the “big picture” — things like saving for retirement and maximizing estate potential. But financial planning principles also apply to seemingly smaller events in a client’s life, which nevertheless constitute “big ticket,” such as buying a house or a car, says advisor and author Éric […]

By Scot Blythe |October 3, 2003

4 min read

Decorative pattern

Investing for life: Opportunities in Biotechnology courtesy of BioCapital

Volatile markets, corporate debacles and the fall-out from the burst tech bubble have seriously shaken investor confidence – especially when it comes to tech stocks. But your clients should be taking a look at the biotechnology sector, because unlike many industries, this one is poised for substantial growth. And, say experts, the fundamentals are there […]

By Staff |October 2, 2003

1 min read

Decorative pattern

Advisor Forum update: Quebec advisors share keys to success

In Calgary on October 28, see Lee Raine, G2 Financial Group Inc.; Stephen Ross, CIBC Wood Gundy; and Remo Cardone, HSBC Securities (Canada) Inc. On November 3 in Vancouver, you can hear from Malcolm Ross, Invest-A-Flex Financial Strategies Ltd; Nancy Shewfelt, Wellington West Capital Inc.; and David Chalmers, Rogers Group Financial. Toronto‘s Top Advisor Panel […]

By Scot Blythe |October 1, 2003

5 min read

Decorative pattern

2nd Annual Dollars & Sense Survey results unveiled

(October 1, 2003) Feeling guilty about taking that longer vacation? Wondering how your practice compares to your peers’? Not sure if you’re working too hard — or maybe not hard enough? The answers to these questions and many more can be found in the extensive coverage based on The ADVISOR Group’s second Annual Dollars & […]

By Steven Lamb |October 1, 2003

2 min read

Decorative pattern

Fund industry shifts to more rational asset mix

(September 30, 2003) After three years of wobbly markets, the asset mix of Canada’s mutual fund industry is settling down to more balanced levels, according to Investor Economics’ monthly report, with equities falling and fixed income advancing. At the end of August, equity funds accounted for 50% of total mutual fund industry assets, down from […]

By Doug Watt |September 30, 2003

2 min read

Decorative pattern

Blockbuster deal for Manulife

(September 29, 2003) Manulife Financial has announced a friendly $15 billion takeover bid for Boston-based John Hancock Financial Services, which would make Manulife the second-largest life insurance company in North America. The merged firm would be based in Toronto with Manulife’s Dominic D’Allesandro as CEO. John Hancock CEO David D’Allesandro, who is not related to […]

By Staff |September 29, 2003

2 min read

Decorative pattern

Briefly:

(September 26, 2003) Canada’s net worth moved higher in the second quarter, according to Statistics Canada, posting a gain of 1.3% to hit $3.9 trillion, or $129,000 per capita. National wealth grew at a slower rate, from 1.7% in the first quarter to 1.5% in the second, due to a sluggish economy, the agency said. […]

By Staff |September 29, 2003

6 min read

Decorative pattern

Report casts doubt on corporate governance cost savings

(September 25, 2003) Proposed new corporate governance rules may not result in the billions of dollars in savings predicted by Ontario’s securities regulator. In fact, the costs of implementing the rules could outweigh the benefits, says the British Columbia Securities Commission (BCSC). Earlier this year, the Canadian Securities Administrators (CSA) released three new “made in […]

By Doug Watt |September 29, 2003

2 min read

Decorative pattern

Canadian fund trading scams unlikely, consultant says

(September 26, 2003) A mutual fund trading scandal that has been called a “black eye” for the U.S. fund industry probably could not happen in Canada, according to a well-known industry consultant. Earlier this month, Canary Capital agreed to pay $30 million US in restitution and a $10 million US fine following an investigation by […]

By Doug Watt |September 29, 2003

2 min read

Decorative pattern

Blockbuster deal for Manulife

(September 29, 2003) Manulife Financial has announced a friendly $15 billion takeover bid for Boston-based John Hancock Financial Services, which would make Manulife the second-largest life insurance company in North America. The merged firm would be based in Toronto with Manulife’s Dominic D’Allesandro as CEO. John Hancock CEO David D’Allesandro, who is not related to […]

By Staff |September 29, 2003

2 min read

← Previous 1 … 2,094 2,095 2,096 2,097 2,098 … 2,143 Next →