Industry News

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Study: Canadian advisors can do better

Canadians claim great confidence and optimism in their ability to make responsible investment decisions, yet they seldom seem to, according to a recent survey by the Canadian Securities Administrators (CSA). The vast majority (85%) of survey respondents said that it is important to build personal savings and investments. At the same time, 35% said they […]

By Steven Lamb |October 14, 2009

6 min read

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Technology changes client interaction

The growing popularity of smart phones is changing the way consumers prefer to communicate with the financial services sector, according to a new study from Telus and IDC Canada. The study, called The Future Consumer, looks into shifting communications expectations of Canadian consumers and the role technology plays in their growing demand for service. As […]

By Anna Olejarczyk |October 14, 2009

4 min read

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Briefly:

A new American poll indicates that there will be a contraction of up to 26% of the market for financial advisors, as their clients choose to hold off on investing. Americans will be investing significantly less in the future, according to the survey released by AlixPartners, a global business advisory firm. AlixPartners says the survey […]

By Staff |October 14, 2009

6 min read

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Soft-dollar clampdown explained

Professional fees are out. Third-party research is in. And probably the Bloomberg terminal. Investment managers have long received research and other services through bundled commissions that they pay to their brokers, which often can be another division within a larger dealer firm. The practice, known as soft dollars, has come under regulatory scrutiny to make […]

By Scot Blythe |October 13, 2009

4 min read

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Responding to currency concerns

It might be the single biggest value -add in investment planning you offer clients this year — managing their currency risk. A lot of fund providers have come on board offering currency neutral options on popular global mandates. Canadian investors and their advisors have been inundated about the need to invest globally. This strategy has […]

By Mark Noble |October 13, 2009

4 min read

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Briefly: ‘Cdns plan more investments’ and more news

Canadians are not shying away from investment opportunities. According to a national survey, even though 60% of investors lost money in the past year, most feel that the economy is on the rebound and therefore they plan to invest more but it might be with a different firm. Conducted by Maritz Research Canada, the poll […]

By Staff |October 13, 2009

3 min read

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Briefly:

An “uneven” rebound in 2010 means investors will have to dig deep to find growth opportunities in sectors and markets that have been overlooked in the past—and possibly ramp up their exposure to emerging markets—according to a new investment strategy report from CIBC. “The world’s economy is again in drive, but operating on only half […]

By Staff |October 9, 2009

5 min read

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Busting active versus passive myths

Investors these days truly have a tough nut to crack, as much has been debated about the merits of active versus passive management. Amid debates, confusion and reports — investors still need to plan and carefully assess the best way to manage their funds. At the first Vanguard Investment Strategy Group Investment Forum, principal Fran […]

By Anna Olejarczyk |October 9, 2009

3 min read

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Alt trading systems prompt new rules

As competitive alternative marketplaces begin to vie with the Toronto Stock Exchange, Canada has gone through in two years what the United States took a decade to achieve in fostering electronic trading platforms, regulators say. These new marketplaces are draining trading volume away from traditional exchanges; indeed, some of them are stock exchanges, while others […]

By Scot Blythe |October 8, 2009

4 min read

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Briefly:

The majority of privately held companies have fared better than might have been expected, according to PricewaterhouseCoopers’ (PwC) 2009 Business Insights Survey. PwC says many private companies entered the recession well managed and capitalized, with minimal debt, and were able to weather a market correction. According to PwC’s survey of 466 businesses across Canada, 58% […]

By Staff |October 8, 2009

4 min read

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