Industry News

Decorative pattern

Hedge fund targets shift in secular bear

(November 18, 2004) Advisors and clients need to better understand the nature of hedge funds before investing in them as the latest “hot trend,” according to a leading advisor in the hedge fund field. Hedge funds have their place in protecting investors from today’s secular bear market, but only if they are properly understood. In […]

By Steven Lamb |November 18, 2004

3 min read

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OSC chair to step down next year

(November 18, 2004) Ontario Securities Commission (OSC) chair David Brown plans to resign in June 2005. Brown has been head of the OSC since 1998. Brown informed the Ontario government of his decision last week and confirmed the resignation in a letter released by the OSC today. “I have long believed that for an organization […]

By Doug Watt |November 18, 2004

2 min read

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CFA Institute pushes for harmonized performance standards

(November 17, 2004) Investment firms should be required to report their performance results based on a single, global standard. That’s the goal of the CFA Institute, which held a conference recently in Vancouver to discuss the convergence of investment performance standards. The CFA Institute (formerly known as AIMR), began working on standards for U.S. and […]

By Doug Watt |November 17, 2004

2 min read

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Inside Edge: The right stuff

(November 2004) This fall has seen the unveiling of three new studies for advisors seeking to attract affluent clients. According to these reports, the most profitable and sustainable business models for these advisors involve three key elements. It’s about being on the right platform, having the right service offering and building the right team. Let’s […]

By Darin Diehl |November 17, 2004

3 min read

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Fund firms moving on independent committees

(November 16, 2004) The trend towards independent review committees (IRCs) for mutual funds is on the rise. At this point, the reasons are purely practical and the committees have a narrow mandate. Some industry executives view the move as getting a jump on the regulators, who are expected to introduce a broader fund governance regime […]

By Doug Watt |November 16, 2004

3 min read

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Venture capitalists busy in third quarter

(November 16, 2004) The Canadian venture capital industry invested $498 million in the third quarter of 2004, 21% more than the $411 million in the same period of 2003, according to the quarterly report from Canada’s Venture Capital and Private Equity Association (CVCA). “The continued upturn in investment activity confirms the end of the declines […]

By Steven Lamb |November 16, 2004

2 min read

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M&A activity going strong

(November 15, 2004) Canadian mergers and acquisitions activity continues to set a pace not seen since 2001, with 200 transactions worth $31.8 billion taking place in the third quarter, according to investment bank Crosbie and Company. So far this year, there have been 649 transactions worth a total of $86.5 billion, up 40% from 2003 […]

By Steven Lamb |November 15, 2004

2 min read

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Market action slumps, but resource sector remains hot

(November 15, 2004) Stock market activity declined slightly in the third quarter of the year, with equity issuance reaching $10.6 billion, down 11% from Q2, the IDA says. Still, equity issuance remains at relatively high levels compared to last year, driven by Canada’s booming resource sector. For the first nine months of the year, total […]

By Doug Watt |November 15, 2004

2 min read

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Advisor Forum preview: The

(November 15, 2004) Advisors who calculate their clients’ net worth using traditional accounting practices are missing the big picture, according to finance professor Moshe Milevsky. The personal financial balance sheet includes assets and liabilities — subtracting one from the other leaves the client’s net worth. “You probably do this with all your clients,” Milevsky says. […]

By Doug Watt |November 15, 2004

2 min read

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Briefly:

(November 19, 2004) The makers of a popular software application for the life insurance industry has announced the release of its latest version. CoVirt’s VirtGate 6.0 includes the ability to toggle between English and French, extended underlying data models which accommodate new product types and an option to import CANNEX data. “VirtGate users are able […]

By Staff |November 15, 2004

7 min read

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