Industry News

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Charitable giving seen as missed opportunity for advisors

Advisors who aren’t getting involved in planned charitable giving strategies with their clients are missing out on potential opportunities and ways to strengthen the advisor-client relationship, experts say. Many advisors give back to the community in the way of volunteer time and their own personal contributions, but a huge opportunity exists to suggest charitable giving […]

By Kate McCaffery |November 8, 2005

3 min read

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Industrial Alliance trumps CI bid for Clarington

Industrial Alliance Insurance and Financial Services is taking over Clarington in a friendly takeover valued at $273 million. Clarington’s board has approved the bid, which comes one week after CI’s offer of $254 million. In a press release issued early Monday morning, Industrial Alliance said it had tendered a cash offer for Clarington, at a […]

By Doug Watt |November 7, 2005

2 min read

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Briefly:

(November 11, 2005) AGF has launched a new fund-of-fund investment, touted as being so tolerant to sharp downward swings, the firm is promising investors up to 0.9% in the form of new units if the fund doesn’t beat its benchmark over a three year annualized period. The new product is called AGF Elements, and uses […]

By Staff |November 7, 2005

13 min read

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Mortgage brokers to promote designation

The Canadian Institute of Mortgage Brokers and Lenders (CIMBL) has announced it will transform itself from an industry association to a professional association over the coming year, built around the Accredited Mortgage Professional (AMP) designation. The designation was launched by CIMBL in January 2004, with almost 45% of the group’s member qualifying for the designation […]

By Steven Lamb |November 7, 2005

2 min read

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Critic blasts CPP policies

The CPP has opened the door to political interference by adopting a new policy on socially responsible investing, says the federal director of the Canadian Taxpayers Federation. John Williamson also wants to see a change in the way CPP surplus is distributed. Williamson says he believes the CPP’s recently-announced social investment principles are “bad policy” […]

By Anna Sharratt |November 4, 2005

2 min read

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Get involved in tomorrow’s growth market today.

Is it any wonder there’s a burgeoning market in Canada for long term care insurance? Our population is aging and we’re facing increasing health care costs. Could your clients’ retirement funds withstand the impact of having to pay for long term home or facility care? Long term care insurance offers a perfect solution that can […]

By Staff |November 4, 2005

1 min read

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IDA calls for tax cuts

(November 4, 2005) In what has become something of an end-of-year tradition, the IDA is calling on the federal government to cut taxes in the next budget. According to a report by the IDA, Canada’s productivity has essentially flat-lined over the past five years, lagging growth in the U.S. and other members of the Organization […]

By Steven Lamb |November 4, 2005

2 min read

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In the client’s mind, it’s all retail

The next time you’re in the local mall, you might want to pay closer attention to the strategies employed by retailers, which may also be the next big trend in financial services. Take Wal-Mart for example. The world’s most successful retailer has spun off at least two trends that have entered the investment industry, according […]

By Steven Lamb |November 3, 2005

3 min read

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Insurance regulation at

The insurance industry is at a “critical juncture” when it comes to regulation, experts say. Regulators are keenly interested in efforts aimed at greater disclosure and transparency, so much so that they have issued consultation papers suggesting such principles be written into law. The industry on the other hand has come back saying such changes […]

By Kate McCaffery |November 3, 2005

3 min read

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Introductory advice

Allow me to introduce myself: For the past six years at Advisor’s Edge, I’ve worked behind the scenes with my editorial team to produce content that helps you build your business. Now that I’m in the editor’s chair, I thought it would be a useful exercise to reflect on what I’ve learned from you and […]

By Deanne Gage |November 3, 2005

3 min read

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