Industry

Decorative pattern

IG in the mood for further expansion, analysts believe

(November 5, 2003) Jeff Orr is coy about future acquisitions but some industry experts think the president and CEO of Investors Group may be working — or about to work — on bringing a new company under its umbrella to make it the biggest mutual fund company in Canada by an even larger margin. For […]

By Geoff Kirbyson |November 5, 2003

4 min read

Decorative pattern

Illustration software can misstate taxes and skew financial plans

(November 5, 2003) As boomers retire and live longer, while inheriting substantial amounts from their cautious Depression-era parents, financial planning stands poised as the 21st-century profession. But some of its basic tools remained rooted in the 1980s, says Dave Faulkner, an advisor who moved into financial software development before his firm was bought by CCH […]

By Scot Blythe |November 5, 2003

4 min read

Decorative pattern

Academic asks

(November 4, 2003) Sometimes it’s easy to overlook the obvious, like taking into consideration your client’s job when designing a financial plan for them. Clearly their income will play a key role in planning, but have you factored in their job security? You should, according to York University professor Moshe Milevsky. In the cover story […]

By Steven Lamb |November 4, 2003

2 min read

Decorative pattern

FPA Success Forum update: Practitioners shown how to pump up marketing muscle

speak at association meetings; write articles for the publications your target group reads; and/or sponsor and/or exhibit at your target group’s events. Swift even offered up an event suggestion to increase community visibility — a financial literacy class for young adults from your local high school. “Our youth really need it, you’d be doing a […]

By John Craig |November 4, 2003

3 min read

Decorative pattern

Passport system being fast-tracked by regulators and politicians: CSA chair

(November 4, 2003) Canada’s securities regulators are working with provincial finance ministers in an attempt to quickly set up a system that would permit passport-style registration for financial advisors and firms, says Stephen Sibold, chair of the Canadian Securities Administrators (CSA). Registration has been a thorn in the side for many advisors who complain that […]

By Doug Watt |November 4, 2003

3 min read

Decorative pattern

Federal books in good shape: Manley

(November 3, 2003) The federal government expects to remain in the black despite the string of bad luck dealt to the Canadian economy this year, according to federal Finance Minister John Manley. “We will not run a deficit this year,” Manley told the House of Commons Standing Committee on Finance in Ottawa. “Canada’s economic fundamentals […]

By Steven Lamb |November 3, 2003

2 min read

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Ottawa proposes tighter deductibility rules for investors, business owners

(November 3, 2003) The federal finance department has introduced some controversial changes to income tax laws that, if approved, could have dramatic implications for investors and small business owners. Ottawa wants to update the rules on deductibility of losses based on the concept of reasonable expectation of profit, says Jamie Golombek, a tax specialist with […]

By Doug Watt |November 3, 2003

3 min read

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FPA Success Forum update: Speaker draws keys for client love from coffee crystals

Speed: Beckwith implored advisors to look at every way clients and prospects are served and question how you can cut that time in half. Communication and clarity: He encouraged advisors to do something this year that will improve oral or written communication skills. Say “thank you”: He suggested advisors should always carry blank cards and […]

By John Craig |November 3, 2003

3 min read

Decorative pattern

Briefly:

(November 7, 2003) With the mutual fund industry coming under scrutiny, Manulife has announced it is making its proprietary ratings system for funds available to advisors on its Web site’s advisor portal, Repsource. The firm says describes its i-Watch system as being a “manager for the managers,” rating them on both a quantitative and qualitative […]

By Staff |November 3, 2003

7 min read

Decorative pattern

Success Forum preview: FPA on track with new Canadian education track

(October 31, 2003) Advisors scanning the schedule for the Financial Planning Association’s (FPA) upcoming Success Forum 2003 will notice a distinct new addition to the educational lineup for U.S.-based annual convention: a dedicated track focusing on Canadian issues and angles. The “Canadian issues” education session track — positioned alongside other tracks including “business solutions,” “estate […]

By John Craig |October 31, 2003

2 min read

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