Industry News

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CSI introduces new strategic wealth designation

In an effort to help clients looking for life-long wealth management support, CSI has announced that it will offer a series of courses leading to the new Chartered Professional Strategic Wealth designation (“Ch.P. Strategic Wealth”). Candidates will be required to complete seven courses, including five mandatory ones: Strategic Wealth Transfer, Strategic Wealth Practice, Strategic Wealth […]

By Staff |September 12, 2006

2 min read

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(September 11, 2006) Franklin Templeton Investments has launched two new funds intended for investors seeking tax-efficient income. The Franklin Templeton Managed Yield Class fund and the Franklin Templeton Short-Term Yield Class fund are designed to increase after-tax yield by using forward contracts to provide capital gains instead of interest income, the company said in a […]

By Staff |September 11, 2006

3 min read

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Balance of power seen shifting in advisor’s favour

The balance of power is shifting in the financial services industry. Those who control distribution are gaining influence, according to a panel of industry executives. The challenge for many advisors, therefore, will be to master the power they wield as guardians of their client’s assets. “I think the fund companies have commoditized their product,” said […]

By Steven Lamb |September 11, 2006

3 min read

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Taming the paper tiger

(September 2006) Many of you are deluged with administration and compliance-related issues, especially all that paper and e-mail that clogs your workspace. It’s no wonder you feel buried. In fact, most workers do, to the point where important items get lost among the clutter. A recent study from Communicare, a Toronto-based consulting firm, found nearly […]

By Deanne Gage |September 8, 2006

3 min read

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(September 8, 2006) Claymore Investments has announced the launch of six new ETFs, listed on the TSX. Three of the funds were released to the market on September 8, while the remaining three will be rolled out in the weeks to come. “Claymore ETFs are strategy-driven investment solutions designed around research-based, intelligent indices,” said Som […]

By Staff |September 8, 2006

3 min read

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Practical advice from the road show circuit

In keeping with the back-to-school theme, AIM Trimark kicked off its annual road show for advisors this week. The company expects to deliver a lineup of continuing education presentations to more than 5,000 advisors across the country before the end of the month — including ways to for advisors to articulate what their services are […]

By Kate McCaffery |September 8, 2006

4 min read

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(September 7, 2006) Vancouver’s Jim Rogers has moved up the chain on the Million Dollar Round Table’s executive committee. Rogers became first vice-president of the international body of top insurance professionals on September 1. Rogers will eventually succeed the newly-named president of the executive committee, Philip E. Harriman of Yarmouth, Maine. The presidency is passed […]

By Staff |September 7, 2006

3 min read

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Reform provincial sales tax system, C.D. Howe suggests

The provinces should stop taxing corporate income, the C.D. Howe Institute recommends, and instead hand over those duties to Ottawa. In a paper released Thursday, called “Recalibrating the Federal Balance,” the economic think-tank notes that capital income is far too mobile for Canadian provinces to tax it efficiently, not just inter-provincially, but also internationally. “As […]

By Doug Watt |September 7, 2006

2 min read

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(September 6, 2006) TD Asset Management has launched 10 new mutual funds for clients interested in increasing their exposure to global markets. The new lineup includes three global funds — the TD Global Multi-Cap, Global Value and Global Dividend funds — plus the TD International Equity Growth Fund, TD Corporate Bond Capital Yield Fund, and […]

By Staff |September 6, 2006

4 min read

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AGF hands International Value to Arnold, Flynn

Advisors who feel fund companies are not listening to your concerns, take note: Your complaints can shape decisions at head office. AGF Funds has announced the replacement of Harris Associates as portfolio manager for its flagship AGF International Value Fund. Management of the fund has been handed over to the AGF International Advisors Company Limited, […]

By Steven Lamb |September 6, 2006

5 min read

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