Industry News

Flaherty repeats call for national securities regulator

Federal Finance Minister Jim Flaherty has reiterated his commitment to create a national securities regulator and says he is considering a national review of the tax system. Flaherty’s comments came in response to questions following a speech delivered to the Toronto Board of Trade on Monday morning, which largely focused on the simmering issue of […]

By Mark Brown |May 29, 2006

2 min read

Ethically speaking: Grievous gifting?

(May 2006) We asked FCSI designees from coast-to-coast to respond to your ethical dilemmas — everything from culling clients, to specific fund recommendation and a host of suitability issues. In our second column, hear what FCSI Shelly Appleton-Benko suggests for an advisor who is concerned about offering new shares to select clients. You Wanted To […]

By Staff |May 26, 2006

2 min read

Briefly:

(May 26, 2006) The Toronto Financial Services Alliance plans to conduct the first-ever in-depth examination of human resource needs for the city’s financial services sector. The alliance has engaged Deloitte to complete the study, which will present a supply and demand forecast of the skilled workers needed by the sector over the next five years, […]

By Staff |May 26, 2006

4 min read

Are ATMs the new marketing vehicle for banks?

As phone and online banking, as well as ATMs, increasingly allows customers to bypass the traditional retail bank branch, how will the retail banks grow their business when their most important customers refuse to walk through the door? According to the 2006 World Retail Banking Report by Capgemini, banks need to design a more sustainable […]

By Mark Brown |May 26, 2006

2 min read