Industry News

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IAFP healthy and growing, says president

(October 12, 2004) The Institute of Advanced Planners (IAFP) is here to stay, says president Ian Secord, with close to 500 RFP members. The IAFP held its annual conference last week in Kelowna, B.C. Confidently laying aside speculation that the organization would not be viable, Secord said that it is healthy today with 463 RFP-toting […]

By Michael Berton |October 12, 2004

3 min read

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Fixed income gains popularity

(October 8, 2004) With interest rates on the rise, Canadian investors are showing more interest in fixed income products, according to survey results released by Manulife Financial. The quarterly Manulife Investor Sentiment Index, which is based on a survey conducted by Maritz Research, shows Canadians are pulling back from real estate, equities and even balanced […]

By Steven Lamb |October 8, 2004

2 min read

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SRI not in our mandate: CPPIB

(October 8, 2004) If Canadians oppose their federal pension funds being invested in tobacco and military stocks, they should tell their politicians, not the group managing the money, says the head of the Canadian Pension Plan Investment Board (CPPIB). John MacNaughton, outgoing president and CEO of the CCPIB, was peppered with questions and comments from […]

By Steven Lamb |October 8, 2004

2 min read

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Advisor’s Edge takes in-depth look at survey findings and what they mean to you

(October 7, 2004) Looking for ways to improve your practice? Maybe earning a new designation or expanding your product line? Or maybe your workload is heavy enough (what with all that paperwork!) and you want to scale back, focusing on your key competencies? If only there was some way to find out how other advisors […]

By Steven Lamb |October 7, 2004

5 min read

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Designations matter, ADVISOR Group survey suggests

(October 7, 2004) Designations make a difference, particularly when it comes to advisor income. That’s one of the many findings of the ADVISOR Group’s third Annual Dollars & Sense Survey, featured in the October editions of Advisor’s Edge and Objectif Conseiller, with additional articles and tools online on Advisor.ca. Advisors’ personal annual income averaged $91,406 […]

By Doug Watt |October 7, 2004

3 min read

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TD launches pooled charitable foundation

(October 6, 2004) No longer the exclusive domain of the ultra-wealthy, charitable foundations are increasingly popular among high net-worth Canadians seeking to direct a portion of their estate to a favourite charity, rather than to the taxman. Now TD Waterhouse Canada is getting in on the trend, establishing the Private Giving Foundation, which it calls […]

By Steven Lamb |October 6, 2004

2 min read

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Economy seen climbing in 2005, despite higher interest rates

(October 6, 2004) Rising household net worth and a strong labour market should boost the Canadian economy next year, says RBC Financial in its latest forecast, despite higher interest rates. RBC expects 3.1% economic growth this year, climbing to 3.6% in 2005. Canadian households have responded to a low interest rate environment by driving up […]

By Doug Watt |October 6, 2004

2 min read

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Accounting firms get vote of confidence

(October 6, 2004) Canada’s four biggest accounting firms have passed quality control inspections conducted by the Canadian Public Accountability Board (CPAB). The report states that there are no systemic problems with the quality of external audits done by the firms, referred to as “dedicated professionals who generally do a difficult job very well,” by board […]

By Doug Watt |October 6, 2004

2 min read

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Ethical to focus on sustainability with new index fund

(October 5, 2004) Vancouver-based socially-responsible investing specialist Ethical Funds is changing gears slightly, moving towards a focus on sustainability, as it launches a new index fund based on the S&P/TSX Composite Index. The Ethical Canadian Index Fund, launched October 1, seeks to match the performance of the TSX, but will remove stocks that don’t meet […]

By Doug Watt |October 5, 2004

4 min read

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Briefly:

(October 8, 2004) The Standard Life Assurance Company has named Jordy Chilcott senior vice-president of sales for Standard Life Mutual Funds and vice-president of sales at Standard Life. “I will continue to search for innovative ways to help our advisor partners to manage and grow their business in addition to our Business Consultancy Services,” said […]

By Staff |October 4, 2004

11 min read

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