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Demystifying hedge fund risk: How advisors build portfolios Hedge funds revealed: Canadians prepare to embrace absolute return strategies Module 2: an overview of the different hedge fund strategies Module 1: the origins of hedge funds, how some succeeded and others failed, and the industry infrastructure Module 1: the origins of hedge funds, how some succeeded […]
By Scot Blythe |March 28, 2003
2 min read
(March 28, 2003) Are wraps getting a bad rap, and are insurance company mergers good for the business? The pros and cons of wrap accounts and insurance industry consolidation were among the topics tossed around this week in Advisor.ca’s Talvest Town Hall. The wrap account discussion began after one advisor asked for feedback, noting that […]
By Doug Watt |March 28, 2003
(March 28, 2003) One short line in the Ontario budget could mean a major boost for the already booming income trust market. The province is proposing legislative changes clarifying that investors in publicly traded trusts would not be liable for the activities of the trust. Investment in trusts has been hampered by uncertainty surrounding the […]
By Caroline Cakebread |March 28, 2003
(March 28, 2003) Financial commentator Brian Costello would effectively be prevented from conducting investment seminars, if an Ontario Securities Commission panel accepts the sanction recommendations of its staff, released today. The proposal suggests sanctioning Costello for a period of three to five years for failing to register as a financial advisor and seeks investigative costs […]
(March 21, 2003) No-load funds have been outperforming their load fund peers, according to research by Toronto consultancy Investor Economics. But they have not been capitalizing on their advantage. The reason: Even no-load companies are stressing the value of advice. “Many advisors believe load funds produce higher returns because they have the savviest managers,” notes […]
By Scot Blythe |March 21, 2003
(March 21, 2003) Advisors have been too busy making a living to notice their business has changed in the last 10 years, financial advisors heard yesterday at the 83rd Annual Ontario Sales Congress of the Peel Institute of Applied Finance in Toronto. “When I first started, I could have run my business out of my […]
By Jennifer McLaughlin |March 21, 2003
3 min read
(March 20, 2003) After consulting with the financial services industry, the Canadian Securities Institute has decided to scrap the assignment portion of its popular Canadian Securities Course. Students still have to write two exams to complete the course. “After analysis and consultation with the industry, it was determined that the online component’s multi-dimensional learning surpassed […]
By Doug Watt |March 20, 2003
1 min read
(March 20, 2003) As the U.S.-led attack on Iraq kicks into high gear, advisors are faced with nervous clients who are worried about any possible impact on their investments. Stick to the plan and look to history is the main message from several advisors contacted by Advisor.ca and Advisor’s Edge magazine. “I am talking to […]
(March 19, 2003) The Investment Funds Institute of Canada is preparing to organize a conference call on fair value for securities in case of possible market disruptions related to the Iraq conflict. The fair value conference call was last used in the days following the September 11 terror attacks. IFIC began work on the fair […]
By Doug Watt |March 19, 2003
(March 18, 2003) With a U.S.-led attack on Iraq now appearing inevitable, experts grappling with the possible economic impact are looking back to the last major conflict in the Middle East. But some analysts say comparisons to the 1991 Gulf War won’t tell the whole story. Unique risks exist today that were not present during […]
By Doug Watt |March 18, 2003
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