Industry News

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PH&N gets into advisor space with new low-fee funds

One of Canada’s oldest investment firms is getting friendlier with advisors. Vancouver-based Phillips, Hager & North Investment Management Ltd. is offering new low-MER funds that investors can buy through their advisors. “We spent two years analyzing the market and working with advisors,” says John Montalbano, PH&N’s president, from his downtown Toronto office. “Those advisors were […]

By Bryan Borzykowski |May 30, 2007

4 min read

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(May 29, 2007) RBC Direct Investing will offer a new lower-pricing option on certain RBC funds for do-it-yourself investors. The online arm of RBC has filed a prospectus for over 40 RBC funds that will be available exclusively at RBC Direct Investing in a new Series D. The Series D units will be for investors […]

By Staff |May 29, 2007

3 min read

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CHIP repositions as investment tool

Canada’s most recognizable name in the reverse mortgage business is ramping up business, offering a number of flexible options, including optional interest repayment, to increase its appeal as an investment tool for financial advisors. Canadian Home Income Plan Corporation officials say between 50% and 75% of its clients are already using at least a portion […]

By Mark Noble |May 29, 2007

4 min read

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The changing nature of SRI

Socially responsible investing must evolve to a more sustainable model if it ever hopes to move into the mainstream, according to one U.S. industry veteran. “Over the next couple of years, we’re going to see a transition from the old world of socially responsible to the new world of sustainable investing. This transition is critical […]

By Doug Watt |May 29, 2007

3 min read

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RBC to jump into responsible investing

It may be just another new mutual fund family in the already crowded Canadian market, but for the responsible investing community, it’s a historic moment. On Monday, RBC, Canada’s biggest bank, filed a preliminary prospectus for three new SRI funds, co-branded with Jantzi Research. The surprise announcement came Monday at the opening session of the […]

By Doug Watt |May 28, 2007

3 min read

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(May 28, 2007) It’s no secret that Canada’s private equity industry has been on fire lately, but thanks to McKinsey & Company there’s proof to back up the talk. The management consulting firm released its fifth annual report on the Canadian private equity industry today and found that the industry has broken all previous records […]

By Staff |May 28, 2007

4 min read

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CSA comes to Ontario to plug Passport

The chairs of four provincial securities commissions met with Bay Street’s leading figures at the TSX this morning, touting the benefits of the next phase of the regulatory Passport model. “Passport is designed as a single-window access system for public companies and investment firms,” said Doug Hyndman, chair of the BCSC. “With limited exceptions, [market […]

By Steven Lamb |May 28, 2007

3 min read

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(May 25, 2007) Do you ever wish your clients knew more about where their group plan life insurance was being invested? Well, wish no more. Group Retirement Services, a division of Great-West Life and its subsidiaries, London Life and Canada Life, has added a new “smart messages” feature to member statements. “Smart messages are a […]

By Staff |May 25, 2007

1 min read

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Privacy key in electronic age

Privacy breaches are nothing new, but in the fast-paced digital era, where everything’s done through the internet, protecting a client’s information is more important than ever. Advisors who don’t already have one should start developing a privacy policy now. “We hear more and more about breaches,” said Sandra Dolson, wholesale compliance manager at Sun Life […]

By Staff |May 25, 2007

4 min read

Decorative pattern

Privacy key in electronic age

Privacy breaches are nothing new, but in the fast-paced digital era, where everything’s done through the internet, protecting a client’s information is more important than ever. Advisors who don’t already have one should start developing a privacy policy now. “We hear more and more about breaches,” said Sandra Dolson, wholesale compliance manager at Sun Life […]

By Bryan Borzykowski |May 25, 2007

4 min read

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