Industry News

Decorative pattern

Briefly:

(October 11, 2007) The Manitoba Securities Commission has ruled that mutual fund advisors in Manitoba can incorporate and receive their compensation through that corporation. “The Manitoba Securities Commission has issued orders under each of The Securities Act and The Commodity Futures Act to provide a registration exemption to permit a closely held corporation established and […]

By Staff |October 11, 2007

2 min read

Decorative pattern

Advisors must do more than create wealth

Advisors focused solely on wealth accumulation will likely not survive the retirement of the boomers, whose planning needs are becoming increasingly complex, a panel of experts predicts. Advising boomers has been relatively simple up until now, with the focus having been primarily on wealth accumulation. But their planning needs will become much more comprehensive as […]

By Mark Noble |October 11, 2007

3 min read

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IIAC raises concerns over fund fact document

Time is running out for organizations to voice their opinions on the proposed mutual fund point-of-sale document. But having until October 15 to submit comments doesn’t mean everyone’s waiting to speak up. Last week the Investment Industry Association of Canada issued a release outlining its concerns with the proposed “fund fact” document — a two-page […]

By Bryan Borzykowski |October 11, 2007

4 min read

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(October 10, 2007) Clients who own their own businesses may sound ideal, but if a client’s enterprise is still a start-up, he or she may put the business first and let personal finances slide, according to one survey. The survey of self-employed Canadians found that 80% of respondents had made some kind of personal or […]

By Staff |October 10, 2007

3 min read

Decorative pattern

Carbon trading not viable, yet: Rubin

It’s no secret that the environment is one of the hottest topics on everyone’s agenda today, but if you’re looking for proof then the Conference Board of Canada’s got it. The organization released the Carbon Disclosure Project 2007: Canada 200 report on Wednesday, which found that 88% of the 315 global survey respondents thought climate […]

By Bryan Borzykowski |October 10, 2007

3 min read

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WILSHIRE – AN ESSENTIAL ELEMENT OF THE ELEMENTS PROGRAM

The Elements portfolios have been tremendously popular with advisors since their launch in November 2005, surpassing more than $2 billion in assets in less than two years. A large part of its success can be attributed to its independent, objective due diligence – offered by Wilshire® Associates. Click here to learn more about their state-of-the-art […]

By Staff |October 9, 2007

1 min read

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(October 9, 2007) Nearly half of all adults in Ontario — 46% — have not drawn up any kind of financial plan to save for retirement, according to a survey by investorED.ca. And that’s just the tip of the iceberg. The survey also found that 58% of parents have no plan for funding their children’s […]

By Staff |October 9, 2007

2 min read

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Scotia no longer

In wealth management, the Bank of Nova Scotia is known as the big bank the little guy can kick around. Either through acquisition or internal restructuring, this is something Scotia’s determined to change. Among the big six banks, Scotia is second only to RBC Financial in the total value of its assets, yet its $18 […]

By Mark Noble |October 9, 2007

4 min read

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(October 5, 2007) It may soon become a little easier to be green. The Montreal Exchange has filed for regulatory approval of rules governing the trade of environmental derivatives, including carbon credits, on its Montreal Climate Exchange (MCeX), a joint venture with the Chicago Climate Exchange. “The MCeX partners have taken a decision to launch […]

By Staff |October 5, 2007

2 min read

Decorative pattern

Political risks to the market on the rise

Of the myriad risks listed on the average fund prospectus — market risk, interest rate risk, opportunity risk, to name just a few — political risk is one investors should start paying more attention to when selecting international investments. “Politics increasingly matters to the markets,” says Ian Bremmer, president of political risk consultancy firm Eurasia […]

By Steven Lamb |October 5, 2007

3 min read

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