Industry

Decorative pattern

Tactical fund managers bullish on equities, analyst says

(July 3, 2003) Tactical asset allocation fund managers are embracing the contrarian approach, diving headfirst back into equities, while investors do the opposite, according to a recently released report from research firm FundMonitor.com. Analyst Anthony Corona says that after a prolonged period of decline, many tactical asset allocation managers see equities as attractively valued, while […]

By Doug Watt |July 3, 2003

2 min read

Decorative pattern

Briefly:

(July 4, 2003) IFIC is predicting that June will prove to have been another month of investor exodus from mutual funds, with early estimates seeing net redemptions hitting between $450 million and $850 million. Larger firms were the hardest hit, with AGF seeing $229 million in net redemptions. Some smaller firms posted positive net sales, […]

By Staff |July 2, 2003

4 min read

Decorative pattern

Regulatory fees

(July 2, 2003) Ontario’s mutual fund dealers are facing consistently rising regulatory fees amid a tough economic environment, says IFIC. An analysis conducted by IFIC reveals that some fund dealers’ fees will rise more than 50% in 2003, due to several new regulatory initiatives. Major regulatory costs for fund dealers in Ontario include Ontario Securities […]

By Doug Watt |July 2, 2003

2 min read

Decorative pattern

MDRT annual meeting update: Best practices attract the masses

Roadblocks to family wealth planning and their solutions Canadian advisors find value in conference’s non-financial elements And the survey says… income affects attitude Best practices attract the masses BONUS TOOL: Advisor.ca time management worksheet Back to MDRT Annual meeting coverage main page 5. Create “client capital.” Client capital is the true value of an advisor’s […]

By Sheila Avari |June 27, 2003

4 min read

Decorative pattern

Manley continues promotional tour

(June 27, 2003) Federal Finance Minister John Manley continued to promote Canada as a place to do business, as he took his tour to the world’s financial capital, New York City. In a luncheon speech the finance minister reiterated the challenges facing Canada that he had outlined on Wednesday in Toronto, including scares over mad […]

By Steven Lamb |June 27, 2003

2 min read

Decorative pattern

U.S. set to beat Canada’s GDP growth: TD’s Drummond

(June 27, 2003) The Canadian economy has had a good run, but its luck is running out, says Don Drummond, senior vice-president and chief economist at TD Bank Financial Group. He predicts that very soon the U.S. economy will begin to outperform Canada’s. “Canada’s economic outlook has soured noticeably in recent months,” Drummond said in […]

By Steven Lamb |June 27, 2003

3 min read

Decorative pattern

IDA conference update: Painless prospecting — Marketing through

National securities regulator would save $40 million a year, study says Bases loaded for securities reform, Oliver says Painless prospecting — Marketing through “advocacy” client Berkshire exec says compliance costs will fell advisors, dealers BONUS TOOL: Asking clients for referrals (a template letter) Back to IDA coference coverage main page “They’re a joy to work […]

By Doug Watt |June 26, 2003

3 min read

Decorative pattern

MDRT annual meeting update: And the survey says… income affects attitude

Roadblocks to family wealth planning and their solutions Canadian advisors find value in conference’s non-financial elements And the survey says… income affects attitude Best practices attract the masses BONUS TOOL: Advisor.ca time management worksheet Back to MDRT Annual meeting coverage main page But there were other concerns that emerged from the CEG survey: Concern #1: […]

By Sheila Avari |June 26, 2003

3 min read

Decorative pattern

IDA conference update: Berkshire exec says compliance costs will fell advisors, dealers

Offshore account ownership must be disclosed, IDA says National securities regulator would save $40 million a year, study says Bases loaded for securities reform, Oliver says Painless prospecting — Marketing through “advocacy” client Berkshire exec says compliance costs will fell advisors, dealers BONUS TOOL: Asking clients for referrals (a template letter) Back to IDA coference […]

By Darin Diehl |June 26, 2003

2 min read

Decorative pattern

MDRT annual meeting update: Canadian advisors find value in conference’s non-financial elements

Roadblocks to family wealth planning and their solutions Canadian advisors find value in conference’s non-financial elements And the survey says… income affects attitude Best practices attract the masses BONUS TOOL: Advisor.ca time management worksheet Back to MDRT Annual meeting coverage main page Diane McCurdy: I come for the synergy I get from each of my […]

By Sheila Avari |June 25, 2003

3 min read

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