Industry

Decorative pattern

Employers forced to cough up more as pension assets decline

(June 11, 2003) Registered pension plans (RPPs) lost nearly $4 billion last year as stock prices declined, forcing employers to significantly increase their contributions, Statistics Canada reported today RPPs had revenues of $13.7 billion and expenses of $15.3 billion in the fourth quarter of 2002, resulting in a $1.6 billion loss. For the year, the […]

By Doug Watt |June 11, 2003

2 min read

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MERs rising, Morningstar study finds

(June 10, 2003) In down markets, investors are likely to question anything they suspect is draining their accounts. And if they think mutual fund fees are higher than they used to be, they might be right. A report from Morningstar Canada says Canadians paid over $10 billion annually for the past three years and it […]

By Steven Lamb |June 10, 2003

2 min read

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Don’t miss your chance to win coveted Advisor of the Year Award

(June 10, 2003) Recognition and adulation from industry peers and clients alike could be yours if you are selected as a 2003 Advisor of the Year Award winner. But you’ll never know unless you get your case study entry in before this year’s June 27 deadline — read on for full details. For the fourth […]

By Steven Lamb |June 10, 2003

2 min read

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Advocis conference preview: Taking stock a little early with association’s chair

“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 10, 2003

3 min read

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Target date set for automated trade processing

(June 9, 2003) The Canadian Capital Markets Association (CCMA) has announced a two-year plan to implement a fully automated system for institutional securities trading. Under the “straight-through processing” (STP) initiative, all industry players would be required to remove manual trade processing systems, including faxes, phone calls and e-mails, by June 2005. STP is a component […]

By Doug Watt |June 9, 2003

2 min read

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Briefly:

(June 13, 2003) While there has been little change in the number of women working in the investment dealer industry, there does appear to be a shift in where women are working in the sector, according to a research report commissioned by Women in Capital Markets (WCM). There was a slight increase in the number […]

By Staff |June 9, 2003

5 min read

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Sizing up the competition: Peak Financial in a buying mood

(June 9, 2003) Montreal-based Peak Financial is in talks with several rival mutual fund dealers which have recently been put up for sale, says the company’s president. And even though Peak is relatively small with $2 billion in assets, Robert Frances insists his firm is a potential buyer. “We are a buyer, we have financing […]

By Doug Watt |June 9, 2003

3 min read

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June’s Advisor’s Edge full of innovative tips to keep your practice afloat

(June 6, 2003) Have the past few years cast your practice adrift on a sea of uncertainty? Then the June issue of Advisor’s Edge is throwing you a lifeline with its cover story on how to grow your practice in today’s turbulent times. “This article really addresses the issue of how to increase revenues and […]

By John Craig |June 6, 2003

2 min read

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SIO conference update: SRI — Time for a new name?

Corporate governance focus seen as opportunity for social investment SRI advisors bemoan lack of product Fund manager offers strategies to combat SRI naysayers SRI – Time for a new name? Bonus tool A template letter to discuss SRI with your clients and prospects Back to CSIC Coverage main page “Every person you meet has social […]

By Doug Watt |June 6, 2003

2 min read

Decorative pattern

CIFPs conference update: What is a financial planner?

CIFPs elects John Charrette first chair of association A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage Whatever the definition, Bowman pointed out the need for superior advice. “Consumers know that there are more products, more complex […]

By Jennifer McLaughlin |June 6, 2003

4 min read

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