Industry News

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Prospectuses made simple

Say goodbye to the 80-plus page “simplified” prospectus for investment products, It’s about to get a lot shorter. In keeping with the Ontario Securities Commission push for plain-speak, the commission is working with security and insurance regulators to examine ways of simplifying the disclosure documents given to investors. In a speech to the Economic Club […]

By Mark Brown |April 26, 2007

2 min read

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(April 25, 2007) In terms of provincial economic growth last year, Alberta continues to lead the nation. For the third consecutive year, Alberta had Canada’s fastest growing economy, which grew at a rate of 6.8%, more than double the national average, Statistics Canada reports. Energy prices and continued investment in the oil sands spurred Alberta’s […]

By Staff |April 25, 2007

3 min read

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BCSC cautions against retail FOREX trading

The British Columbia Securities Commission has noticed a sharp increase in the number of people contacting it about losses incurred by foreign exchange trading. The trend has prompted the provincial regulator to warn individual investors about the perils of trading in foreign currency. “We are seeing an increase in the number of people doing FOREX […]

By Mark Noble |April 25, 2007

2 min read

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Government inaction

Advisors’ warnings about the baby boomer retirement crisis may be falling on deaf ears — but not for much longer. Only after a slew of boomers start to retire in the next few years will governments recognize the effect on publicly funded services and productivity, says Alan Greenspan, the former chairman of the Federal Reserve. […]

By Deanne Gage |April 25, 2007

3 min read

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(April 24, 2007) The Bank of Canada today announced that it is maintaining its target of 4.25% for the overnight rate. The operating band for the overnight rate is unchanged and the bank rate remains at 4.5%. While the rate remains unchanged for now, the BoC says rising inflation could have an impact on its […]

By Staff |April 24, 2007

4 min read

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Boomers unsure of retirement timing

The older your clients get, the better they are able to determine when they can retire — or so one might expect. For most, that logic holds true, but a sizable segment in the U.S. still has no idea when or how they will retire. According to a survey conducted by Forrester Research, only those […]

By Mark Brown |April 24, 2007

3 min read

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(April 23, 2007) Private equity investor Kensington Capital Partners says it has closed its first retail fund, the Kensington Global Private Equity Fund, at $22.7 million. Kensington says the fund represents the first actively managed private equity fund-of-funds offered to the retail market in Canada. Traditionally, private equity has been the domain of institutional investors […]

By Staff |April 23, 2007

3 min read

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Client’s inbox likely full of ‘hot stocks’

Investment advice can come in many forms — from an advisor, an article, a stock-savvy friend — but one place where seemingly hot stock tips are popping up is in your client’s e-mail inbox. North Americans get over 100 million investment-related spam e-mails a week, and according to a document put out by the Canadian […]

By Staff |April 23, 2007

5 min read

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(April 20, 2007) Advisor.ca is proud to announce that Doug Watt and Matthew McClearn have been short-listed for the prestigious Kenneth R. Wilson Awards in the Best Feature Article category. Their article, The Defiant One, appeared in Advisor’s Edge in November 2006, and detailed the inside saga of prominent Saskatoon advisor Brian Mallard’s two-year battle […]

By Staff |April 20, 2007

2 min read

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Islamic market still underserved

Advisors might not be comfortable discussing religion with clients, but when that religion dictates how those clients invest, it’s not something that can be ignored. Yet that’s precisely what’s happening, and it could be preventing as many as 600,000 Canadians from seeking financial advice. While every religion has its own set of values that must […]

By Mark Brown |April 20, 2007

5 min read

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