Industry News

Decorative pattern

An informed transition

We spend so much time in the accumulation phase of our lives and careers that sometimes it can be hard to make the switch over to a new way of thinking that goes along with major life changes like the transition to retirement. At this stage of life, though, it’s more important than ever to […]

By Mike George |November 1, 2010

4 min read

Decorative pattern

Genders split on investments, retirement

Men are not only from Mars and women are from Venus but the two sexes apparently live into two different timelines as well: the future and the present. According to a study conducted by BlackRock’s iShares business in Canada, Male investors live for the present while cautious female investors are looking ahead to the future. […]

By John Powell |November 1, 2010

2 min read

Decorative pattern

Briefly: “UBS: Canada struggling” and more news

The way UBS sees it, Canada just cannot escape the U.S. and global undertow. Unveiling their updated ‘Global Economic Outlook 2012’, UBS sees another year of trend-like growth, with the developed economies characterized by slow and uneven recoveries, which offsets superior growth. Shouldering what is going on with the rest of the world and a […]

By Staff |November 1, 2010

3 min read

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Philanthropy: The gift that gives back

Fall is often charitable giving season in Canada. It is the time of year that sees a lot of activity around charitable donations from those who are, after having put it off until the last moment, scrambling to meet the December 31 deadline to make charitable donations for the given tax year. The timing couldn’t […]

By Vikram Barhat |October 29, 2010

4 min read

Decorative pattern

Dividend stocks likely your best bet

If you think the current low-growth/low-rate environment is hard on clients in their accumulation phase of life, think about what it means to retirees. Traditionally, retirees could count on interest payments from bonds to fund their retirement, but short-terms interest rates have been in the toilet for over a decade now, leaving few new opportunities […]

By Steven Lamb |October 29, 2010

3 min read

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Briefly: “Mackenzie alters two mandates” and more news

Mackenzie Financial has announced the appointment of FSX Securities Canada as portfolio sub-advisor of Mackenzie Universal World Real Estate Class, effective November 1, 2010. FSX Securities Canada is a wholly owned subsidiary of Forum Securities Limited, a global investment management firm with over $800 million in assets under management and employees in offices in Asia, […]

By Staff |October 29, 2010

1 min read

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Financials fare well on Top Employers list

Despite the stress of managing other people’s finances and the ever-increasing regulatory burden, there is a common refrain we hear from advisors: Working in financial services is the best career in the world. The latest Best Employers studies from Aon Hewitt appears to support that enthusiasm. Of the top 50 employers, 16 were in some […]

By Steven Lamb |October 28, 2010

2 min read

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Even HNW need financial literacy

Investor education is about the investor, not investments. Far too much emphasis is placed on informing clients about investments and very little on what the client needs to know, according to Charlotte B. Beyer, founder and CEO of the Institute of Private Investors and founder of New York-based Investor Education Collaborative. “The ultimate purpose of […]

By Vikram Barhat |October 28, 2010

2 min read

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Regulators push for environmental disclosure

Canadian securities regulators expect improved environmental disclosure from the country’s reporting issuers and have released a guidance document towards meeting that goal. “Issuers are increasingly recognizing the current and potential effects on their performance and operations, both positive and negative, that are associated with environmental matters,” states the document, which was released Wednesday by the […]

By Doug Watt |October 28, 2010

3 min read

Decorative pattern

Briefly: “Boomers carry mortgages into retirement” and more news

For most baby boomers in Canada, having a mortgage-free retirement isn’t in their future, although three quarters say that it is important to own their home by this time, according to a new report released by TD Canada Trust. Those in British Columbia are the least likely to own their home and be mortgage-free when […]

By Staff |October 28, 2010

3 min read

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