Industry News

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Funds-of-funds costly, but are worth a look

A lot of advisors look to funds-of-funds as an easy, no-hassle way to invest their client’s money. Phenomenal sales are proof of their popularity, but are wrap funds the best way to go? That’s the question Dan Hallett posed at the Morningstar Canada Investment Conference. At the top of the presentation Hallett, president of Dan […]

By Bryan Borzykowski |June 14, 2007

3 min read

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(June 13, 2007) A recent survey for BMO Financial Group finds there is mass confusion over what the role of an executor actually entails. According to the BMO / Ipsos Reid survey, when given a choice of nine options, only 5% of Canadian boomers correctly identified the tasks an executor is responsible for. The survey […]

By Staff |June 13, 2007

5 min read

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Industry prepares for battle of exchanges

Alpha. Pure Trading. ATX. ICX. The growing number of alternative trading systems is adding a level of complexity that dealers will have to understand to find their investors optimal trades. In less than a year, the TSX has gone from being essentially the only game in town to fighting off three new public electronic exchanges […]

By Mark Noble |June 13, 2007

3 min read

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Finding successors still an

The days of the big, captive-company training program run by insurance carriers are long gone. While few advisors miss the “captive” part, many are left scratching their heads, pondering where the next generation of insurance agents will come from. “It’s quite obvious that this is a quite urgent issue facing the industry,” says John Lutrin, […]

By Steven Lamb |June 13, 2007

3 min read

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(June 12, 2007) It’s now official. The Investment Industry Association of Canada has thrown its support behind having one national securities regulator. “Without a common regulator, we have no national objectives and no national strategy to attract capital to Canada. We currently have a national market yet operate under provincial and territorial regulation, which puts […]

By Staff |June 12, 2007

4 min read

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Jovian notes bet against banks

While complaining about the big banks has become almost a bit of a national pastime for some, underestimating their ability to turn a profit is not. Nevertheless, Jovian Capital and its subsidiary, JovFunds, say that with rising interest rates, the time is right to bet against the banks with a new principal protected note they […]

By Mark Noble |June 12, 2007

2 min read

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Advisors relatively content with MGAs: study

(June 2007)Advisors who place their insurance business through a managing general agency remain satisfied with their relationship, for the most part, according to the latest research by the Advisor Group and NewLink Group. “Advisors report having a good relationship with their MGA still; however, for the first time, this year shows a significant drop in […]

By Steven Lamb |June 12, 2007

4 min read

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(June 11, 2007) A British Columbia Securities Commission panel has overturned a TSX Venture Exchange decision that disqualified a man with a history of criminal convictions from performing investor relations activities. The TSX-V Exchange had deemed William John Nichols unacceptable to perform investor relations activities on behalf of any Exchange-listed company because he did not […]

By Staff |June 11, 2007

4 min read

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Fundamental investing fees will drop, predicts FTSE

Despite consistently outperforming the S&P/TSX 500, fundamental indexing still has its critics. One common complaint is that products connected to fundamental indexing have high fees. But according to Jerry Moskowitz, president of FTSE Americas, it’s only a matter of time until the price for investors is right. “I think higher fees will be a challenge […]

By Bryan Borzykowski |June 11, 2007

3 min read

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(June 8, 2007) Manulife Financial has announced a shuffle in the executive suite. Dominic D’Alessandro, president and CEO, has named John DesPrez, currently senior executive vice-president and general manager of the John Hancock division, as head of all Manulife’s North American businesses. Reporting to DesPrez will be Paul Rooney, senior executive vice-president and general manager […]

By Staff |June 8, 2007

4 min read

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