Industry

Decorative pattern

Advocis conference update: Association elects new national board for 2003-2004

“Bold and aggressive” plan unveiled to reposition regulatory model Insider tips on buying a book of business Panel discusses economics, investment, U.S. and good times ahead for Canada Speaker outlines tips to take client events from average to awesome BONUS TOOL: Your client communications guide for the last six months of 2003 Back to Advocis […]

By John Craig |June 16, 2003

2 min read

Decorative pattern

Advocis conference update:

Association elects new national board for 2003-2004 “Bold and aggressive” plan unveiled to reposition regulatory model Insider tips on buying a book of business Panel discusses economics, investment, U.S. and good times ahead for Canada Speaker outlines tips to take client events from average to awesome BONUS TOOL: Your client communications guide for the last […]

By John Craig |June 16, 2003

4 min read

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Briefly:

( June 20, 2003) Canada’s financial watchdogs have released their proposed disclosure requirements, with the catchy name “National Instrument 51-102 Continuous Disclosure Obligations.” Among guidelines for standard documents, like financial statements, the report proposes a new requirement for the reporting of material changes and significant business acquisitions. “We have also taken this opportunity to bring […]

By Staff |June 16, 2003

5 min read

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Fund sales stumble again in May

(June 16, 2003) For the third consecutive month, mutual fund sales finished in the red in May as investors continued to bail out of money market and equity funds. Net redemptions reached $637 million last month, according to figures released today by IFIC. That’s an improvement from April, when redemptions topped $1.6 billion. Money market […]

By Doug Watt |June 16, 2003

3 min read

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Big business seen as income trust driver

(June 13, 2003) A growing number of big businesses are issuing income trusts, pushing this sector forward. But watch out for rising interest rates that threaten to take a bite out of performance, says Brian Petersen, head of the income trust group at RBC Capital Markets. Speaking at the Canadian Institute’s second annual Income Trust […]

By Caroline Cakebread |June 13, 2003

3 min read

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Advocis conference update: Leveraging: The good, the bad and the ugly

Association elects new national board for 2003-2004 “Bold and aggressive” plan unveiled to reposition regulatory model Insider tips on buying a book of business Panel discusses economics, investment, U.S. and good times ahead for Canada Speaker outlines tips to take client events from average to awesome BONUS TOOL: Your client communications guide for the last […]

By Deanne Gage |June 13, 2003

3 min read

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CPP Investment Board eyes hedge fund strategies

(June 13, 2003) In another sign that distressed markets are pushing alternative investments into the mainstream, the manager of Canada’s public pension system is putting out a tender for hedge fund managers to add value to its portfolio of 2,000 stocks. The CPP Investment Board (CPPIB) manages a $17.5 billion portfolio that includes global stocks, […]

By Scot Blythe |June 13, 2003

1 min read

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Advocis conference wrap-up: The complete report from

(June 2003) The first-ever Advocis national conference was held in St. John’s, Newfoundland, from June 11 to June 14. Advisor.ca was there to file the following reports about the various panel discussions, break-out educational sessions and the annual general meeting (as a bonus, this package includes a brand-new client communications guide for the rest of […]

By Staff |June 12, 2003

3 min read

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Canada one of the top producers of millionaires, report says

(June 12, 2003) There is good news for advisors seeking to expand their high net worth practice, as Cap Gemini Ernst &Young and Merrill Lynch released details of their World Wealth Report. The number of high net worth (HNW) individuals in Canada rose last year, swelling the ranks of “The Millionaire’s Club” by 15,000 to […]

By Steven Lamb |June 12, 2003

3 min read

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MER report valid, but take a closer look at the numbers, analyst says

(June 12, 2003) A controversial report from Morningstar Canada analyzing rising management expense ratios (MERs) in the mutual fund industry is fair, one industry analyst has concluded. However, the increase in MERs is perhaps not as dramatic as it first appears, says Dan Hallett, senior investment analyst at Sterling Mutuals. The report, released earlier this […]

By Doug Watt |June 12, 2003

2 min read

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