Industry News

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Fund sales remain in a rut

(August 16, 2004) Canadian investors are not changing their tastes when it comes to mutual funds, as risk aversion appeared to remain high in July, according to the latest industry data from IFIC, which today reported net sales of $544 million. “It’s just a continuation of the trend — people shunning equity funds and favouring […]

By Steven Lamb |August 16, 2004

2 min read

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Survey finds mixed feelings toward dealers

(August 13, 2004) While the banks have been making huge strides into the financial planning market, there are signs that bank-based advisors may not be any happier than their colleagues in the broader industry, according to an online survey conducted for Advisor.ca. In fact, they seem noticeably less happy with their dealers. The survey found […]

By Steven Lamb |August 13, 2004

2 min read

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New China funds on the horizon

(August 12, 2004) The number of Canadian mutual funds dedicated to investing in China is about to rise. Both BMO and Manulife filed preliminary prospectuses for new China funds last month, says Morningstar Canada. The BMO Greater China Class will invest primarily in equity securities listed on stock exchanges in China, Hong Kong or Taiwan, […]

By Doug Watt |August 12, 2004

2 min read

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Charitable foundations back in fashion

(August 12, 2004) Wealthy Canadians are increasingly looking for opportunities to give back to society and their financial advisors can be of great value in reaching their philanthropic goals. A survey conducted by Ipsos-Reid for Scotia Private Client Group found 73% of affluent Canadians see private philanthropy as increasingly vital, as social concerns are met […]

By Steven Lamb |August 12, 2004

3 min read

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Students need to balance their books

(August 11, 2004) So your clients are sending their kids off to school next month and they have followed your planning to the letter, saving up for the big day and the even bigger bills. But are their children prepared for the real world? Are they about to ration their spending wisely, or will they […]

By Steven Lamb |August 11, 2004

4 min read

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OSC set to release structural review

(August 11, 2004) The Ontario Securities Commission will release a long-awaited report next week on the regulator’s overlapping role as policy-maker, investigator and adjudicator of the province’s securities industry. Last year, Purdy Crawford’s five-year review of the Ontario securities industry suggested the regulator examine the appropriate structure of the OSC’s adjudicative tribunal role on a […]

By Doug Watt |August 11, 2004

2 min read

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Fed bumps up interest rates

(August 10, 2004) In a move widely anticipated by economists, the U.S. Federal Reserve today raised its key overnight lending rate 25 basis points to 1.5%. The Fed also signalled that it will likely continue to boost interest rates at a measured pace. “The committee believes that, even after this action, the stance of monetary […]

By Doug Watt |August 10, 2004

2 min read

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RESP the cornerstone of education funding

(August 10, 2004) Back-to-school season is rapidly approaching and while parents may be looking forward to having the kids out of the house, many are sending their kids off to college or university for the first time — and facing the bills. Fortunately for those with an astute financial advisor, the next four years of […]

By Steven Lamb |August 10, 2004

4 min read

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Briefly:

(August 13, 2004) Dundee Wealth Management says its integration of Cartier Partners Financial Group is moving ahead according to plan. In a statement today announcing the firm’s quarterly earnings, Dundee said it had completed the licensing transfer of all Cartier advisors and merged similar operating entities The Toronto-based firm has also integrated the operations of […]

By Staff |August 9, 2004

5 min read

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Advisor’s Edge hits home with closer look at mortgage, cottage issues

(August 9, 2004) In such a competitive industry, today’s financial advisor needs to offer added value to their client, even in fields which they have not traditionally been active. “Our cover story for August is entitled ‘Prime choice,'” says Deanne Gage, managing editor of Advisor’s Edge. “It looks at mortgages and whether fixed rates are […]

By Steven Lamb |August 9, 2004

2 min read

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