Industry News

Decorative pattern

Tax loss selling remains powerful tool

Tax-loss selling in 2008 was the arguably the single most powerful tool during a period where clients generally felt powerless. It’s that time again to determine if you can add value by doing some competent year-end selling or buying to save clients significant money on their taxes. Tax-loss selling is when an investor sells a […]

By Mark Noble |November 24, 2009

4 min read

Decorative pattern

Briefly:

How well do you know your staff? Are they happy in their current positions, or are they secretly planning their exodus? A recent survey of the financial services sector, conducted by Deloitte, found that 49% of respondents globally are considering leaving their jobs. That will likely increase as the recession ends. Recessions have a tendency […]

By Staff |November 23, 2009

4 min read

Decorative pattern

Briefly:

The near collapse of the financial system has sparked a global debate on reform; a debate that should be focused on the international monetary structure, according to Bank of Canada governor Mark Carney. The world needs to promote an open monetary system, which would promote economic growth and prosperity, he said today in New York. […]

By Staff |November 20, 2009

3 min read

Decorative pattern

Don’t forget the NAV when chasing yield

Bond fund investing is huge right now. Flows from cash and money market funds into investment grade bond funds are particularly strong. With higher rates on the horizon next year, investors have to decide if they want yield or gains. Patricia Croft, the chief economist at RBC Global Asset Management raised this point in an […]

By Mark Noble |November 20, 2009

4 min read

Decorative pattern

Briefly:

Never mind the recession, 2009 has seen a record set for total financings on the Toronto Stock Exchange. By the end of October $49.7 billion had been raised, eclipsing the previous record of $47.6 billion was set in 2007. “Achieving record yearly financing, with two months yet to go in 2009, demonstrates both positive investor […]

By Staff |November 19, 2009

2 min read

Decorative pattern

Expect low rates, reasonable returns in 2010

The big investment question for 2010 is to what extent can businesses start to generate earnings, apart from the massive amount of stimulus that has been pumped into the economy. According to two seasoned forecasters, the outlook is good. It’s highly unlikely clients are going to see a run-up in stock prices like that seen […]

By Mark Noble |November 19, 2009

4 min read

Decorative pattern

Using economics to reach clients

Your clients aren’t economists. Their backgrounds range from business executives to civil servants to labourers or even inheritors. They came to you because they need advice and reassurance about their investment position. What’s the common ground between you? The economy, of course! Just as you don’t necessarily have to be meteorologist to predict the weather, […]

By Don McIver |November 18, 2009

7 min read

Decorative pattern

SROs in the sights of single regulator: Hyndman

While Canada has been basking in the adulation of the world for the survival of its banking system, our fragmented securities regulation regime leaves much to be desired. The advantages of a single securities regulator are obvious, according to Doug Hyndman, chair and CEO of the Canadian Securities Transition Office and former BCSC chair. Speaking […]

By Steven Lamb |November 18, 2009

5 min read

Decorative pattern

SIO launches advisor education course

The Social Investment Organization has teamed up with Advocis to offer a new course on socially responsible investing, worth 2.0 Advocis technical credits. The course is a two-hour face-to-face PowerPoint presentation, explains SIO executive director Eugene Ellmen, but there are plans to deliver it in an online format. The first hour outlines the basics of […]

By Doug Watt |November 17, 2009

2 min read

Decorative pattern

Briefly:

Mackenzie Financial has introduced three new mutual funds available for purchase today, including one income-focused class, a sector neutral Canadian equity fund and an all-Canadian dividend class. The Mackenzie Sentinel Strategic Income Class is managed by Dan Bastasic, vice-president, investments. The fund will be invested in dividend-paying equities, income trusts, corporate bonds, convertible bonds and […]

By Staff |November 17, 2009

3 min read

← Previous 1 … 1,731 1,732 1,733 1,734 1,735 … 2,188 Next →