News and resources for Canada's top financial advisors
Industry
The Alternative Investment Management Association – Canada (AIMA Canada) has named James Burron, FCSI, CAIA, as chief operating officer of the organization, effective May 1, 2011. “James Burron has a solid background of more than 15 years of international experience in the securities industry including a significant background in the alternative investment industry,” said Gary […]
By Staff |April 27, 2011
1 min read
Global investor confidence fell slightly in April, according to the latest reading of the State Street Investor Confidence Index. The survey found confidence declined 0.3 points from a revised March reading of 97.3 to 97.0 in April. North American investor confidence declined by 3.9 points to 98.4 from March’s revised reading of 102.3. In other […]
2 min read
Your customers are looking to digital media channels first when considering financial services. Social media, search engines and new mobile apps are among the channels financial services institutions need to use in marketing to the next generation and beyond.
By John Powell |April 27, 2011
21 min read
Sun Life Global Investments Inc. has added three new Canadian mutual funds to its lineup, each with a “core Canadian” holding with a global component aimed at countering home country bias. “Many Canadians have a strong home country bias when it comes to investing, however, our market is highly concentrated in just three sectors: materials, […]
A higher level of financial preparedness doesn’t necessarily make for a happier retirement. Or so it would seem from the BMO Retirement Institute Report, which found that despite being less financially prepared for retirement, women are more likely to enjoy their retirement than men. The report, titled Divergent Paths To Retirement: How Men And Women […]
By Vikram Barhat |April 26, 2011
3 min read
Having a bad day at work? That FaceBook rant or Twitter post that allowed you to blow off some steam could land you in hot water or worse, you could wind up in court. Statements posted online that negatively impact the reputation or image of another person, business or product, may be considered defamation. The author of such a posting could face legal action especially if they used assets at work – a laptop computer, a desktop computer or a cell phone – to do so.
By John Powell |April 26, 2011
XN Financial has named Keith Doan as vice-president of business development. Based in Toronto, he will be responsible for market development, growth initiatives and client relations, reporting to Paul Coleman, executive vice-president of the company. “Keith utilizes the versatility, simplicity and security that modern businesses require,” said Coleman. “Canada is a significant market for XN […]
By Staff |April 26, 2011
Economic Indicators
Canadian investors are well versed in the volatility of commodity prices. Recent months have reinforced the connection between the value of industrial inputs and the returns of the stock market. Less understood, however, is what is causing commodity volatility. There’s no question that macroeconomic shocks—such as the earthquake/tsunami in Japan and political turmoil in the […]
A hearing panel of the Investment Industry Regulatory Organization of Canada (IIROC) has imposed a penalty on Patrick David O’Neill which includes a fine of $775,000 and a permanent ban. The panel also ordered Mr. O’Neill to pay $104,985.06 in costs. The panel’s penalty decision follows an earlier decision which found that O’Neill misled clients […]
By Staff |April 25, 2011
Election promises had slowed to a trickle lately, at least on the financial planning front, with parties falling into the age-old pattern of critiquing rival platforms. Until Sunday. Granted, it’s not a huge announcement—in fact, it’s a reiteration of a budget promise—but the Conservatives have offered a $500 tax credit toward children’s arts programs. It […]
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