Industry News

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Sun Life, National Bank form strategic alliance

Sun Life Financial has formed a strategic partnership with National Bank. National Bank will provide Sun Life advisors with a range of lending products that will allow clients to move more of their financial affairs with their Sun Life advisor. Non-bank advisors can sometimes find it difficult to manage all of their clients financial affairs, […]

By Mark Noble |November 12, 2009

2 min read

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Briefly:

Mavrix Fund Management Inc. has announced staff cuts, eliminating 10 positions “to better align costs and staffing levels with current assets under management.” Mavrix senior management remains intact. The company was bought out by GrowthWorks in a deal that closed July 1, 2009. The sales and marketing teams of the two companies have been merged. […]

By Staff |November 11, 2009

3 min read

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Market bets on bond funds

If the term “hot seller” can be applied to the investment product industry, fixed-income would fit the bill. Despite the run-up in equities, non-government bonds are driving interest with attractive yields and comparative price safety. Domestic fixed income funds led the way in net sales in September, according to the Investment Funds Institute of Canada, […]

By Mark Noble |November 11, 2009

5 min read

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Faceoff: Do advisor commissions get a bad rap?

Welcome to FaceOff a feature that spotlights a discussion from two advisors on a hot-button topic. This month, we hear from opposite ends of the country about how advisors are paid and whether fees and commissions are scrutinized fairly. Originally moderated by Deanne Gage Participants: How they’re paid Brad Brain: In our practice, when it […]

By Deanne Gage |November 11, 2009

6 min read

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FaceOff: Advisor commissions debated

Welcome to FaceOff which features a discussion from two advisors on a hot-button topic. This month, we hear from opposite ends of the country about how advisors are paid and whether fees and commissions are scrutinized fairly. Originally moderated by Deanne Gage Participants: Brad Brain, registered financial planner, Brad Brain Financial Planning, Fort St. John, […]

By Deanne Gage |November 11, 2009

6 min read

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Economic concerns erode RRSP plans: poll

The past year of market volatility has had a small impact on Canadians’ willingness to invest for retirement, according to Investors Group’s eighth annual RRSP Investment Intentions poll. Among respondents who plan to contribute to their RRSPs, 68% said they would continue to invest the same amount or more than last year. When it comes […]

By Steven Lamb |November 10, 2009

2 min read

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Helping clients work from home

It seems to be a growing trend — clients choosing to work for themselves from home. When your client goes from being an employee to their own boss, there are a number of quick and easy tips you can give them to get started. Information from Statistics Canada’s June Labour Force Survey shows roughly 86,900 […]

By Mark Noble |November 10, 2009

6 min read

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Briefly:

When it comes to securities lending, CIBC Mellon Global Securities is at the top of the heap. According to the 2009 Equity Lending survey in International Securities Finance magazine, CIBC Mellon Global Securities is the best at delivering securities lending service. “The past year has been extremely challenging for the securities lending industry,” said Craig […]

By Staff |November 10, 2009

2 min read

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One year later, the strong advisors survived

Montreal — If independent advisory firms ever wondered how they’d survive in the face of integrated financial products, they got their answer over this past year. That was the message PEAK Financial Group president Robert Frances delivered to his advisors at the firm’s 13th annual conference in Montreal. “What you’ve proven in surviving this is […]

By Philip Porado |November 9, 2009

2 min read

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Slash capital gains tax, IIAC urges

The introduction of the tax-free savings account is all well and good, but if the president and CEO of the Investment Industry Association of Canada had his way, you wouldn’t need it for small cap stock investments. Speaking to a lunchtime audience, hosted by the Canadian Club of Toronto, Ian Russell called on the federal […]

By Steven Lamb |November 9, 2009

3 min read

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