Industry News

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Industrial Alliance buys Inhance, enters SRI space

IA Clarington, a subsidiary of Industrial Alliance, has announced plans to purchase the SRI mutual fund business of Inhance Investment Management from its current owner, Vancity, one of Canada’s largest credit unions. The purchase price was not released, but the proposed deal also involves a long-term distribution agreement between Industrial Alliance and Vancity, under which […]

By Doug Watt |October 2, 2009

2 min read

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Regulators, insurers must focus on risks: OSFI

International regulators should narrow the focus of their mandates, while insurers must re-evaluate their use of modeling, according to the head of the Office of the Superintendent of Financial Institutions (OSFI). Speaking at the National Insurance Conference of Canada (NICC) in Ottawa, Superintendent Julie Dickson told a ballroom of C-suite professionals in the P&C space […]

By Romana King |October 2, 2009

3 min read

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Live coverage from the IAFP

The Institute of Advanced Financial Planning held its annual symposium on October 1 and 2. Below is Mark Noble’s coverage of the event, live from London, Ont. • • • RFPs see glimmer of recovery: Anybody holding themselves out as financial planner has a fiduciary obligation to educate clients about exchange traded funds and the […]

By Staff |October 2, 2009

1 min read

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Advisors need to discuss ETFs: Planning advocate

(London, Ont.) — Anybody holding themselves out as financial planner has a fiduciary obligation to educate clients about exchange traded funds and the research that supports their usage, says one planning expert. The opening speaker at the Institute of Advanced Financial Planners, Shawn Brayman, founder and president of PlanPlus, says there is a global push […]

By Mark Noble |October 2, 2009

4 min read

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Funds reward risk, but sales remain slow

Investors were rewarded for taking on more risk in the third quarter as small-cap and sector-specific mutual funds led the pack, according to the latest analysis of returns from Morningstar Canada. Of the 43 Morningstar Canada fund indices, 41 turned in a positive return, with 13 posting double-digit percentage gains. The top performer was the […]

By Steven Lamb |October 2, 2009

3 min read

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Mutual fun: Our Friday financial funnies

Advisors are funny. You prove that to us every week. Here’s the best from this week’s crop of stories advisors across Canada shared with us about the funny side of the investments business. Plan Ahead An advisor in the prairies was talking to an elderly client and his son about how the older man was […]

By Philip Porado |October 2, 2009

2 min read

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Planning and Advice

Celebrating Advice: How to deconstruct client debt

Dessa Kaspardlov Chief operating officer Kaspardlov Laverty & Associates/ Manulife Securities Windsor, Ont. Years in the business: 12 Other: author of new book, The Fireman and the Waitress About me I educate my clients about the difference between good and bad debt, and how to capitalize on the good while getting rid of the bad. […]

By Dessa Kaspardlov |October 1, 2009

4 min read

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Planning and Advice

Younger advisors will trade income prospects for stability

Whether you’re growing a financial planning practice, a branch office you own, a corporate- owned branch or a financial planning firm, the ability to recruit high-quality associates is a key component of success. A model of recruiting and business building that’s not frequently discussed is the salaried run financial planning practice. With the average age […]

By David Velanoff |October 1, 2009

6 min read

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Planning and Advice

Attract the best to build your team

Chances are, the next time you’re looking for a talented team member for your practice, you won’t rent out an auditorium, take your seat in the judge’s chair and wince your way through dozens of bad acts in the hope of finding one exceptional star. But even if your interview process doesn’t make for ratings-grabbing […]

By Alison MacAlpine |October 1, 2009

9 min read

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ETFs allow advisors to diversify

Exchange-traded funds (ETFs) have had the most profound impact on personal investing since the introduction of the modern mutual fund in 1924. To the myriad strengths that drove mutual funds to growth – diversification, professional management and shared expenses – ETFs have added low costs, transparency, market access throughout the trading day, and tax efficiency. […]

By Mark Yamada |October 1, 2009

3 min read

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