Industry News

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Courts blur lines between regulatory silos: Geller

In an ever more litigious society, managing general agencies need to improve documentation and communications with advisors and clients to bolster their defence, says one of Canada’s top financial services litigators. “Fundamentally, good communications is good compliance,” said Harold Geller, speaking at the second annual Advisor Live MGA conference in Collingwood, Ontario. “That’s what the […]

By Steven Lamb |June 12, 2006

2 min read

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Some Portus investors could soon be repaid

The Ontario Superior Court has approved a motion which could result in a cash settlement for a limited group of Portus investors. Justice Colin Campbell ordered that Market Neutral Preservation Fund (MNPF) trust be wound up, with the proceeds to be paid out to investors in that fund. The procedure will involve the unwinding of […]

By Steven Lamb |June 12, 2006

2 min read

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(June 9, 2006) Independent Financial Brokers of Canada is lowering its errors and omissions insurance premiums, effective July 1. For example, rates in Ontario start at $749, a decrease of nearly 10%. Rates in B.C start at $654. The IFB plan also includes coverage for licensed assistants of mutual fund salespersons, beginning at $200. IFB […]

By Staff |June 9, 2006

3 min read

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SRI funds enjoying healthy returns, survey concludes

More than 75% of Canada’s socially responsible mutual funds outperformed their traditional peers on a one-year basis, according to Corporate Knights magazine’s fourth annual SRI survey. The magazine analyzed 43 SRI funds and concluded that more than a dozen offer a solid track record, on both social and financial terms. The data, as of March […]

By Doug Watt |June 9, 2006

3 min read

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MGAs put tech on the front burner

MGAs put tech on the front burner Insurance advisors want more from their MGAs Retirement boom fuels new investment strategies It’s the stories that sell CI More Conference Collection: It’s the stories that sell CI Retirement boom fuels new investment strategies Insurance advisors want more from their MGAs MGAs put tech on the front burner […]

By Kate McCaffery |June 9, 2006

4 min read

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(June 8, 2006) The C.D. Howe Institute says Canada’s life and health insurance industry has some questions to answer on the issue of banks selling insurance products in branches. In a recent brief, the institute’s Finn Poschmann said that while the insurers’ argument that consumer choice is better served by maintaining the status quo attracts […]

By Staff |June 8, 2006

2 min read

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Retirement boom fuels new investment strategies

Ottawa sends “clear signal” on insurance sales in banks MGAs put tech on the front burner Insurance advisors want more from their MGAs Retirement boom fuels new investment strategies It’s the stories that sell CI More Conference Collection: It’s the stories that sell CI Retirement boom fuels new investment strategies Insurance advisors want more from […]

By Deanne Gage |June 8, 2006

4 min read

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Insurance advisors want more from their MGAs

MGAs put tech on the front burner Insurance advisors want more from their MGAs Retirement boom fuels new investment strategies It’s the stories that sell CI More Conference Collection: It’s the stories that sell CI Retirement boom fuels new investment strategies Insurance advisors want more from their MGAs MGAs put tech on the front burner […]

By Steven Lamb |June 8, 2006

3 min read

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(June 7, 2006) The IDA will stage a series of consultation meetings across the country on August 16 to discuss the Fair Dealing Model proposal. The model, an attempt to clarify and apply consistent standards to the relationship between clients and advisors was first introduced by the Ontario Securities Commission in 2002. It has since […]

By Staff |June 7, 2006

3 min read

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A Foot note on risk

There’s a saying that it’s better to be boldly decisive and risk being wrong than to agonize at length and be right too late. That may be true, but according to renowned economist and demographic guru David Foot, investors would be wise to wait until their late 50s before they maximize their risk. In a […]

By Mark Brown |June 7, 2006

2 min read

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