News and resources for Canada's top financial advisors
Industry
(January 28, 2003) As markets continue to underperform, investors are paying more attention to mutual fund fees, according to Maclean’s annual ranking of Canadian mutual funds. Some of those fees are on the rise, the survey indicates. According to Morningstar Canada, who conducted the survey for Maclean’s, management expense ratios (MERs) have been increasing for […]
By Doug Watt |January 28, 2003
3 min read
(January 27, 2003) Look out for wild cards such as a war with Iraq in 2003, economists say. Consulting firm Watson Wyatt gathers projections from Canada’s leading economists and portfolio managers for its annual survey of economic expectations, released last week. The survey contains positive forecasts for some key economic indicators, with economists expecting the […]
By Caroline Cakebread |January 27, 2003
(January 24, 2003) It’s a birthday Steve Meehan will never forget. The chief executive officer at IPC Financial Network reached the summit of Mount Kilimanjaro on January 12, along with a group of advisors from the Investment Planning Counsel of Canada. The climbers were raising money for the Make-A-Wish Foundation of Canada. The adventure began […]
By Doug Watt |January 24, 2003
2 min read
(January 24, 2003) Social investment advocates are praising the Securities and Exchange Commission in the U.S. for introducing new rules requiring American mutual funds to disclose their proxy voting policies. Canadian SRI supporters are calling on securities regulators here to introduce similar measures. The rules, strongly opposed by the U.S. fund industry, were approved yesterday […]
(January 24, 2003) Advisors interested in selling critical illness insurance need to familiarize themselves with medical research and statistics, experts say. Health and medical issues dominated the final day of the world’s first critical illness conference last weekend in Vancouver. “If you want to do CI profitably you better get to know malignant melanoma really […]
By Sheila Avari |January 24, 2003
(January 23, 2003) Canada’s John Carpenter will chair the new international body responsible for overseeing the certified financial planner program. Carpenter, executive director of the Certified General Accountants Association of Alberta, was given the post at the inaugural board of directors meeting of the Financial Planning Standards Board earlier this month in Denver. “I am […]
By Doug Watt |January 23, 2003
1 min read
(January 23, 2003) The Financial Consumer Agency of Canada received more than 5,000 complaints in its first year of operation, mostly concerning the big banks. Only 300 of those complaints involve a breach of consumer protection legislation, says commissioner Bill Knight. “We’re like a regulator panning for gold,” Knight said today during a presentation at […]
Sizing up the alternatives Investing in a low-return world Demystifying hedge fund risk: How advisors build portfolios Hedge funds revealed: Canadians prepare to embrace absolute return strategies (January 23, 2003) Faced with disappointing returns over the past three years and the prospect of sideways equity markets, investment advisors are increasingly reaching out for alternative investment […]
By Scot Blythe |January 23, 2003
(January 22, 2003) Investor complaints to securities regulators have increased over the past couple of years, likely the result of a lengthy bear market, says Doug Hyndman, chair of the Canadian Securities Administrators. For the second straight year, concerns about financial advisors, including the suitability of investments, topped the CSA’s annual list of complaints. “Advisors […]
By Doug Watt |January 22, 2003
(January 21, 2003) Financial advisors aren’t sure what fund companies they will be working with this year, according to a private study conducted for Canada’s mutual fund industry. That uncertainty provides an opportunity for fund companies who understand the difference between attracting advisors and keeping them, says Environics Research Group vice-president Hugh Murphy. “Advisors are […]
By Doug Watt |January 21, 2003
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