Industry News

Decorative pattern

Strategic philanthropy

One advisor discusses how to develop a plan that resonates with business-owner clients. Brayley: How does the topic of philanthropy usually come up with business owners and executives? McAlpine: Often, discussions about the overall business strategy lead to owners talking about their desire to support the communities in which they do business. Sometimes it’s because […]

By Anne Brayley |October 1, 2010

3 min read

Decorative pattern

Adding ETFs to client portfolios – Part 2

Because their many benefits outweigh their few shortcomings, we expect ETFs to represent a much greater share of managed assets in the future. But some structural issues within the advisory industry need to be addressed if ETFs are going to take centre stage alongside today’s more mainstream managed products.

By Guy Lalonde |October 1, 2010

8 min read

Decorative pattern

A case for U.S. equities

According to EPFR Global, there’s been a stampede out of U.S. stock funds this year, with outflows totalling $51 billion. With such an overwhelming sense of pessimism, a laundry list of concerns and a general lack of investor interest, U.S. equities may just offer the next big contrarian investing opportunity. In finance, a contrarian is […]

By Kamran Khan |October 1, 2010

8 min read

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Dependant’s relief

Measures available to become self-sufficient; Needs and an accustomed standard of living; Age and physical and mental health; His or her ability to contribute to support; The claimant’s current assets and means; The claimant’s current assets and means; His or her ability to contribute to support; Age and physical and mental health; Needs and an […]

By Daniel Dochylo |October 1, 2010

7 min read

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Technology can drive savings

The rewards for employing technology include business efficiency and enhanced personal communication. Even the tax system provides benefits to those who embrace the cyber world. Let’s start with tax write-offs for computer equipment: Computers used in a business are capital assets that may be depreciated over time. But currently, a temporary 100% write-off is available […]

By Gena Katz |October 1, 2010

3 min read

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Warming up to compliance

Does the sight of the compliance officer make you a bit nervous? When they come around, do you often catch yourself wondering what “somebody” did? If so, you’re not alone. The compliance officer has not traditionally been the average advisor’s favourite person. His or her job, in the eyes of many advisors, is to catch […]

By David Lister |October 1, 2010

8 min read

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Untapped market awaits online

Four years ago, Jack Simons had a blow-out with his financial advisor. His advisor’s partner gave Simons some bad investing advice and a stock went sour, costing the Toronto-based business consultant thousands of dollars. At the same time, Simons was beginning to feel frustrated with the high fees he was paying, so when he lost […]

By Bryan Borzykowski |October 1, 2010

9 min read

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Choosing the right CRM

We often take for granted the huge role technology plays in our lives; that is, until an issue threatens to disrupt the entire way we do business. It was December 2009 when our CRM software provider made the call to us. The shock was profound when they informed us they were no longer supporting our […]

By David Wm. Brown |October 1, 2010

3 min read

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Pension plan options

Whether a client’s retiring, starting a new job or taking time off, leaving an employer can often be an emotional time. Financial concerns and the need to make some important decisions, such as what to do with the company pension, may add to his or her stress level. If one of your clients has been […]

By Mark Borkowski |October 1, 2010

4 min read

Decorative pattern

Making money in troubled times

Recently, in a column in The Globe and Mail, a respected chief economist with a large Canadian investment management firm declared the ongoing economic malaise in the U.S. is, in fact, a full-fledged economic depression, not simply a garden-variety recession. The evidence he presented was compelling:

By Murray Belzberg |October 1, 2010

4 min read

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