Industry News

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Is Your Practice High Net Worth Ready?

Is your practice high net worth ready? It’s a market that can be hard to reach and it is also a misunderstood market. Here is an article from TD Mutual Funds that gives some insight into what it takes to prepare your practice to meet the needs of High Net Worth investors. Download Is Your […]

By Staff |March 3, 2004

1 min read

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Investor grievances focus of new report

(March 3, 2004) A lobby group representing small investors is taking its campaign to beef up investor protection to a higher level. The Small Investor Protection Association (SIPA) sent a 100-page report to politicians and regulators last week. Robert Kyle — recently named as the association’s executive director — says the report won’t be made […]

By Doug Watt |March 3, 2004

2 min read

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Advocis unveils draft of best practices manual

(March 3, 2004) Advocis has released its new best practices manual, seeking commentary from regulators, organizational partners and members. The complete manual, with feedback incorporated into it, will be released in the fall. “This comprehensive advisor toolkit takes a holistic approach to the advisor-client relationship, effectively elevating it from a transaction-focused relationship to one that […]

By Steven Lamb |March 3, 2004

3 min read

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Mutual fund corporate class structures – a valuable addition to your investment bag of tricks

A recent trend with Canada’s mutual fund industry is the growing availability of a class of mutual fund shares known as mutual fund corporate class structures. Interest in these funds is largely based on their ability to provide investors with the ability to "switch" between different funds without triggering tax in non-registered accounts. To fully […]

By Staff |March 2, 2004

3 min read

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Bank of Canada cuts rates again

(March 2, 2004) The Bank of Canada lived up to expectations and cut its target for the overnight rate by 25 basis points, taking the trend-setting rate to 2.25%. The bank justified the rate cut by pointing to the January Consumer Price Index, which came in “significantly below the 2 per cent inflation target.” This […]

By Staff |March 2, 2004

2 min read

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Fab February for funds

(March 2, 2004) After a weak RRSP season last year, Canada’s mutual fund industry has returned to its traditionally strong February showing. Net sales are expected to be around $5 billion, IFIC says in its monthly preliminary estimate, more than 10 times higher than February 2003. Combined with January’s $1.8 billion, total sales for this […]

By Doug Watt |March 2, 2004

2 min read

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Briefly:

(March 5, 2004) Standard Life Mutual Funds is reiterating its decision to close only the deferred sales charge option of its Natural Resource, Global Science and Technology, and Global Balanced RSP funds, which were closed to new purchases on March 2, 2004. These funds will be terminated completely on or about May 21, 2004. • […]

By Staff |March 1, 2004

8 min read

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Aging society opposes mandatory retirement, survey says

(March 1, 2004) A growing number of Canadians say they don’t want to be told when they have to retire, according to poll results released today by Investors Group. “An increasing number of Canadians are choosing a retirement lifestyle that includes some form of employment or work,” said Debbie Ammeter, vice-president of advanced financial planning […]

By Steven Lamb |March 1, 2004

2 min read

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Broadcast news: Planners participate in radio campaign

(March 1, 2004) Breaking with tradition, the Financial Planners Standards Council (FPSC) decided to promote the CFP designation during the advertising-heavy RRSP season. More than 30 financial planners appeared on radio call-in shows in Vancouver, Ottawa and Toronto over the past eight weekends. The air time was paid for by the FPSC. The not-for-profit organization […]

By Doug Watt |March 1, 2004

3 min read

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A firm voice speaks out in the latest issue of Advisor’s Edge

(February 27, 2004) Have you ever wanted to corner the head of a mutual fund company and grill him on the future of the industry? In the mid-February issue of Advisor’s Edge, editor Darin Diehl had a chance to do just that with William Holland, president and CEO of CI Funds — getting Holland’s thoughts […]

By Steven Lamb |February 27, 2004

2 min read

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