Industry News

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Briefly: “Pension incomes top expectations: survey” and more news

For the most part, Canadians are getting the income they expect from their retirement plans — and they’re satisfied with it — according to a recent survey from Morneau Sobeco. Many organizations sponsor pension plans that comfortably exceed the expectations of employees. There were 217 responses, with 60% from the private sector and 40% from […]

By Staff |September 17, 2010

2 min read

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Faceoff: Alternative Investments

Participants: Marilyn Trentos, vice president & investment advisor, RBC Dominion Securities. Nicolas Del Sorbo, senior vice president & senior investment advisor, HSBC Securities (Canada) Inc. Moderated by: Vikram Barhat How has the recession impacted alternative investments? Marilyn Trentos: I think the recession and, more importantly, the meltdown in the markets it caused, has impacted all […]

By Vikram Barhat |September 17, 2010

4 min read

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Using ETFs for portfolio building: Part 3

Reader Alert: This is the final installment of a three-part series on how ETFs can help control costs when constructing core portfolios. After the past couple of years, investors not only know about volatility, they likely have the scars to prove it! Exchange-traded funds (ETFs) are well known for their low cost, tax efficiency and […]

September 17, 2010

3 min read

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Advisors need to keep clients up to date: reader

This could be the beginning of fierce debate. Our story “Canadians have goals but lack game plan” has received some impassioned responses from the members of the industry. At the heart of the debate is the findings of the recent HSBC study “Tomorrow, Today” which revealed Canadians are uncertain about attaining their financial and life […]

By Vikram Barhat |September 16, 2010

2 min read

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Debt-free sounds good, but few making headway

Wishing on a star might fill your clients with hope, but when it comes to debt reduction, its probably not going to do the trick. More than two-thirds of Canadians (69%) rank “debt-freedom” as one of their top financial goals, but nearly half feel they have lost ground in this regard, according to a national […]

By Steven Lamb |September 16, 2010

2 min read

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Briefly: “Invesco launches Intactive Portfolios ” and more news

Invesco Trimark has launched Invesco Intactive Portfolios, a dual-stream program that redesigns and rebrands the company’s Dialogue and Retirement Payout Portfolios. Invesco Intactive Accumulation Portfolios and Invesco Intactive Target Date Portfolios are a full suite of portfolios designed to help investors build, protect and enjoy their wealth, the company says. The portfolios combine professionally managed […]

By Staff |September 16, 2010

4 min read

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Canadians have goals but lack game plan

Canadians want to retire early, go on vacation and come back to a home they can call their own. A national survey commissioned by HSBC Bank Canada, titled ‘Tomorrow, Today’, reveals most Canadians feel financial security is a must, but not at the cost of a balanced life and personal passions. The survey was conducted […]

By Vikram Barhat |September 15, 2010

2 min read

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Fund redemptions slowed in August: IFIC

Improved year-over-year assets under management (AUM) figures for mutual funds, supported by a significant drop in net redemptions suggest the Canadian mutual fund industry may have regained some investor support. Net redemptions totalled $83.3 million, down from net sales of $152.6 million last month, but up from net redemptions of $462.6 million last August, according […]

By Vikram Barhat |September 15, 2010

2 min read

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Briefly: “Canada’s lowest cost ETF launched” and more news

When you’re tracking an index, cost matters. Horizons BetaPro has launched the lowest cost ETF in Canada, tracking the S&P/TSX 60 Index. The aptly named Horizons BetaPro S&P/TSX 60 Index began trading on the Toronto Stock Exchange today under the symbol HXT, and has a management fee of 7 basis points (plus applicable sales taxes) […]

By Staff |September 15, 2010

2 min read

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Millions need help consolidating assets

This Advisor.ca Special Report is sponsored by: As a financial planner and actuary, William Jack has seen the future. Depending on how the boomers manage and spend what they’ve accumulated the picture ranges from grim to not bad. “One man told his children, ‘I plan to spend the last penny on the day I die […]

By Brenda Craig |September 14, 2010

4 min read

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