Industry News

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Currency volatility and your clients

There has been a good deal of volatility in international currency markets this fall and some discussion in the press about the possibility of an international currency war. Changing international currency values won’t affect all of your clients equally, but there is a very good possibility that they will have some effect on nearly all […]

By Peter Drake |November 12, 2010

6 min read

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Briefly: “Counsel offers new income portfolio” and more news

Counsel Portfolio Services has launched Counsel Managed Yield Portfolio, a tactically managed, diversified income product designed to provide investors with potentially higher yields than they might expect from traditional income investments. “With a broader range of income solutions, we are giving advisors even more flexibility to manage the income needs of their clients,” said Sam […]

By Staff |November 12, 2010

4 min read

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Opinion: The importance of financial literacy

Financial literacy is the elephant in the room that is finally getting the attention it deserves. With the federal Task Force on Financial Literacy preparing to send its recommendations to the government next month and more plain-language investor information coming to mutual and segregated funds early next year, discussion of how to address this crucial […]

By Blake C. Goldring |November 11, 2010

3 min read

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Bond Bubble? Depends on who you ask

The bond market has always been a curious place, subject to the most exquisite precision in calculating prospective risk and return—at least in the trading arena—and thus a better barometer of economic fortunes than exuberance-prone stock markets, where companies innocent of earnings can hit the top of the pops in a flash. Is the barometer […]

By Scot Blythe |November 11, 2010

3 min read

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Briefly: “IIROC disciplines software provider” and more news

A Hearing Panel of the Investment Industry Regulatory Organization of Canada (IIROC) has found that Dale Richard Wells engaged in business conduct unbecoming or detrimental to the public interest when he acted in the role of an advisor without being registered as one. The panel’s full Reasons for Decision are available on the IIROC website. […]

By Staff |November 11, 2010

4 min read

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Cross-border planning full of conflict

Financial planning is a knotty exercise at the best of times. Imagine then the complexity of it when it must be done around assets, owners and interests that straddle borders. Now more than ever, individuals and their families are moving back and forth between Canada and the U.S. for personal and professional reasons. This creates […]

By Vikram Barhat |November 10, 2010

5 min read

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CPP Fund boosted by global equity rally

The CPP Fund ended its second quarter of fiscal 2011 with a balance of $138.6 billion, up from $129.7 billion at the end of the first quarter on June 30, 2010. The second quarter was kind to global equity markets, and investment returns accounted for $8.4 billion of the increase—a return of 6.6%. Inflows of […]

By Steven Lamb |November 10, 2010

1 min read

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Briefly: “RBC executive named SIFMA chair” and more news

John Taft, CEO of RBC Wealth Management (U.S.), has been named 2011 chair of the Securities Industry and Financial Markets Association (SIFMA), a securities industry trade group representing securities firms, banks and asset management companies in the U.S. Taft’s appointment follows his role as 2010 chair-elect of SIFMA. During his tenure as SIFMA chair, Taft […]

By Staff |November 10, 2010

3 min read

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Canadians expect later retirement

Canadians are coming to grips with the notion that their original retirement plan might not work out as they expected, according to a survey by AXA. The 2010 edition of the Retirement Scope survey found an increasing number of Canadians now believe they will have to work later into life than they had planned. On […]

By Steven Lamb |November 9, 2010

2 min read

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Women need to take charge: TD

Canadian women need to step up and take charge of their finances if they want to feel secure, according to one prominent woman in the financial services industry. Only half of Canadian women are satisfied with their investments, while the remaining 49% are concerned or frequently worried, according to the 10th annual TD Waterhouse Female […]

By Steven Lamb |November 9, 2010

2 min read

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