Industry News

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Boomers know they can’t take it with them

Baby boomers can expect to inherit a total of $1 trillion after their parents pass away, but bequeathing money to their own adult kids doesn’t seem to be a high priority — they’d rather hand it over while they’re alive. According to a new RBC/Ipsos Reid survey, 61% of the 1,225 boomers polled said they […]

By Bryan Borzykowski |November 7, 2007

3 min read

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Holland warns on costs, sees strong RRSP season

Canadian mutual fund companies must keep a closer eye on costs, or they risk losing market share, according to the head of one industry giant. “I don’t think there is even an option to increase the management fees charged to investors anymore. It would be very difficult to increase trailer fees from where they are,” […]

By Mark Noble |November 7, 2007

3 min read

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Manufacturers unsure of capital sources

Ontario’s small- to mid-sized manufacturers are frustrated with the way they are treated by banks but are unfamiliar with the non-traditional sources of financing that are available to them, according to a report by ZED Financial Partners. The report, entitled Beyond Banks and Borders: Forum on Non-Traditional Finance for Ontario Manufacturers, reflects the thoughts of […]

By Steven Lamb |November 6, 2007

2 min read

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(November 6, 2007) Investors searching for the latest and greatest technological advancements should pay close attention to emerging economies, as China, India and Brazil race onto the innovation scene, according to Thomson Scientific. The number of Chinese inventions soared 300% between 2000 and 2005, with 72,000 new patents being filed. The emerging economic superpower is […]

By Staff |November 6, 2007

2 min read

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Canadians lack retirement income plan: Survey

A majority of Canadians do not have a retirement spending plan in place, but a majority of affluent Canadians do, finds a new survey commissioned by Desjardins Financial Security. On behalf of DFS, SOM Surveys questioned roughly 1,500 Canadians and found that 66% do not have a retirement spending plan in place. With the boomers […]

By Mark Noble |November 6, 2007

3 min read

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By Staff |November 5, 2007

4 min read

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Women not planning for the unexpected

Women have a lot of responsibilities when it comes to marriage, but financial planning often falls by the wayside. So what happens if a spouse dies or a marriage dissolves? That’s what TD Waterhouse tried to find out in its 2007 TD Waterhouse Female Investor Poll. The company asked 995 women if they have a […]

By Bryan Borzykowski |November 5, 2007

4 min read

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Advisors may need to drop clients to meet boomer needs

Advisors of the future will likely have to reduce the number of clients they serve or work longer hours, as the need for more extensive financial planning grows. The only other solution would involve dramatic improvements in product development or an equally drastic improvement in investor education, a U.S. study suggests. The report, entitled Building […]

By Mark Noble |November 5, 2007

5 min read

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(November 2, 2007) Sun Life Financial has announced plans to shuffle its executive team, effective January 1, 2008. Kevin Dougherty, current president of Sun Life Financial Canada, will move over to become president of Sun Life Global Investments, where he will be tasked with building a more cohesive asset management platform to boost the firm’s […]

By Staff |November 2, 2007

3 min read

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Fund returns affected by rising dollar: Morningstar

While some clients will likely head to the States this weekend for some cheap shopping, others will be sifting through their investment portfolios, wondering how they can stop losing money due to the rising loonie. Morningstar Canada’s October fund report details just how difficult it’s been for some fund indexes to generate positive returns because […]

By Bryan Borzykowski |November 2, 2007

3 min read

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