Industry

Decorative pattern

Advisors bullish on equities, online survey suggests

(May 22, 2003) Canada’s financial advisors expect a summer stock market rally and are adjusting their asset allocations to reflect that, according to a survey conducted earlier this month by The ADVISOR Group. Related News Stories Filed by Doug Watt, Advisor.ca, dwatt@advisor.ca (05/22/03)

By Doug Watt |May 22, 2003

2 min read

Decorative pattern

More predictable rates of return could help advisors if BoC stays on course

(May 22, 2003) Financial advisors can expect a little smoother sailing — or at least a clearer idea about where the rate of return winds are taking their clients’ portfolios — if Paul Jenkins and the Bank of Canada make good on their inflation targets. Speaking this morning at the Economic Club of Toronto, the […]

By Art Melo |May 22, 2003

2 min read

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Cartier Partners up for sale as Caisse pulls out

(May 22, 2003) The parent company of Cartier Partners Financial Group is putting the fund dealer up for sale. The move comes in the wake of a decision by the Caisse de dépôt et placement du Québec to divest its stake in Cartier. “The Caisse has decided to shift direction and focus on investments where […]

By Doug Watt |May 22, 2003

2 min read

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Briefly:

(May 23, 2003) Peak Financial has introduced new back office systems to ease the transition of independent advisors from one dealer to another. It has added Winfund to its Integra back office platform, which includes RPM Technology (RPM) and CTA Systemsource (MPS). “It is important for planners to reduce the non-productive time during the transition […]

By Staff |May 21, 2003

4 min read

Decorative pattern

Pension regulator warns plans to make sure benefits are affordable

(May 21, 2003) Acknowledging the devastation falling stock markets have wreaked on many employee pension plans, Canada’s top financial regulator says that plan sponsors and members must ensure they can pay for pension improvements, and he also feels the federal superintendent should have the power to roll back unaffordable enhancements. “As a pension regulator, I […]

By Scot Blythe |May 21, 2003

3 min read

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Brokers get green light to set up independent shops

(May 21, 2003) A long-awaited rule change allowing independent agents in the securities industry is now in effect. The principal-agent bylaw permits IDA member firms and their representatives to enter into non-employee-employer relationships, similar to the mutual fund and insurance industries. Under the old rules, brokers had to be employees of their firms. Peter Bailey, […]

By Doug Watt |May 21, 2003

3 min read

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Investment managers’ earnings decline as bonuses dry up, survey concludes

(May 20, 2003) Canadian investment managers are earning an average 30% less than they did two years, and nearly 50% less than their American counterparts, according to data compiled by the Association for Investment Management Research (AIMR). Median compensation in Canada for investment professionals was $75,805 US in 2003, compared to $108,000 US in 2001, […]

By Doug Watt |May 20, 2003

2 min read

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No shortage of top ideas, speakers at Elite Advisor Summit

(May 2003) From prospecting to product to personal freedom, the Strategy Institute’s recent Elite Advisor Summit and its lineup of industry experts offered plenty of food for thought and actionable ideas for each of the 150 or so participants in attendance. Dan Sullivan, founder and president of The Strategic Coach, an entrepreneur development company familiar […]

By Donna Green |May 20, 2003

3 min read

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CI debate catches fire in Talvest Town Hall

(May 16, 2003) A lively and informative debate on the merits of critical illness insurance dominated Advisor.ca’s Talvest Town Hall this week. The discussion began after a participant in the online forum pointed to a newspaper article describing CI as a “waste of money.” That prompted Brad Brain to explain why he likes CI, going […]

By Doug Watt |May 16, 2003

2 min read

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Top performers handling more clients, Standard Life survey suggests

Segment client database Conduct client satisfaction surveys Use a contact management system Have a formalized business plan Source: Standard Life Mutual Funds Ltd., 2003 The survey also found a relationship between “best practices” and the amount of time advisors spent in revenue-generating activities. As the number of best practices increased, so did the amount of […]

By Donna Green |May 16, 2003

3 min read

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