Industry News

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Celebrating Advice: Using group plans to build referrals

Howard Fergusson, has more hot prospects to grow his individual business than he can possibly serve, thanks to building up a solid group benefits and retirement planning practice. Fergusson, a CFP and Toronto-based advisor affiliated with Sun Life, is one of the dealer’s top producers, and he credits a large part of his success to […]

By Mark Noble |January 11, 2010

4 min read

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Briefly:

When the financial tempest rages as it did in 2009, client service can often be the deciding factor in asset retention. Some firms muddle through alright, while others set a new standard. The best in class can expect to be recognized by financial services strategy and operations research firm Dalbar. The consultancy recently announced the […]

By Staff |January 8, 2010

2 min read

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Bonds dominate outlook forecast

Bonds are boring, but they also may be the single most important asset class in the coming year, according to two seasoned strategists. The Empire Club of Canada, held its annual outlook luncheon in Toronto on Thursday. Despite a massive rally in stock markets, the tone was quite bearish. Peter Gibson, managing director of portfolio […]

By Mark Noble |January 8, 2010

6 min read

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Update: The State of the U.S. Estate Tax

For readers of my original article in the November issue of Advisor’s Edge (Read: U.S. estate tax laws are changing), I have reviewed the U.S. estate tax regime for 2009, including the prospects for the extension of the US$3.5 million exemption for future years. After the article was published, in early December, the U.S. House […]

By Terry F. Ritchie |January 7, 2010

2 min read

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Briefly:

Manulife Mutual Funds has launched a new mutual fund aimed at delivering an income stream to investors seeking higher yield. The Manulife Yield Opportunities Fund will invest in a diversified portfolio of yield-oriented Canadian and global fixed-income and equity securities. Terry Carr, vice-president and managing director of fixed income for MFC Global Investment Management, will […]

By Staff |January 7, 2010

3 min read

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GMP Capital is expanding its global energy advisory practice, adding an experienced oil and gas team to its London, England-based subsidiary, GMP Securities Europe. GMP Europe adds Nick Morgan and Chris Beltgens to its investment banking team, and Peter Nicol and Toby Pierce to its research team. Also joining GMP Europe are Jessica Lindskog, Robin […]

By Staff |January 6, 2010

4 min read

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Horizons launches BlackBerry app

Horizons ETFs has become the first ETF provider in the world to offer clients an interactive BlackBerry application. The Horizons ETF BlackBerry will allow users to track their investments, including daily updated quotes, without being in front of their computer. The development of a BlackBerry app adds a new tool to the marketing of ETFs, […]

By Mark Noble |January 6, 2010

2 min read

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Fund gains largely offset 2008’s losses

The nine-month upward trend on global the stock markets may have dominated business headlines in late 2009, the growth since March has yet to erase the losses of 2008 for most equity-focused mutual funds, according to data from Morningstar Canada. Returns for 2009 were positive for almost all of the equity or balanced fund indices […]

By Steven Lamb |January 5, 2010

3 min read

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Briefly:

Still smarting from the lingering recession, the market for initial public offerings (IPOs) of new equity did not see a full recovery in 2009, according to a PricewaterhouseCoopers (PwC) survey. The survey revealed that 2009 ended with 28 new issues on all Canadian exchanges for a total value of more than $1.8 billion, up from […]

By Staff |January 5, 2010

2 min read

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Sandwiched boomers feel the squeeze

Boomers are the most affluent generation in history, making them an important group of clients. But advisors are not the only ones who’ve noticed; boomers are being bled dry by family members in other generations, a new study finds. An Investors Group survey of 500 Canadian boomers — aged 43 to 63 — finds a […]

By Mark Noble |January 5, 2010

3 min read

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