Industry News

Decorative pattern

Discipline and trust remain key for 2004

(December 31, 2003) With 2003 in the bag, financial advisors must now focus squarely on 2004. Focusing on anything might not be the easiest thing to do on New Year’s Day, of course, but that’s why it’s a holiday. Discipline and trust appear to be the watchwords for the New Year, as advisors look ahead […]

By Steven Lamb |December 31, 2003

3 min read

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Few surprises ahead in 2004 tax season

(December 30, 2003) With the tax year drawing to a close, Canadians can look ahead to a fairly routine filing season, as there are few changes to the tax regime for 2004. “The good news is that the whole tax system will be indexed again, in accordance with inflation,” says Jamie Golombek, vice president of […]

By Steven Lamb |December 30, 2003

3 min read

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Advisor’s Edge puts business in focus

(December 29, 2003) When it comes to planning, one might assume financial advisors are ahead of the curve, since financial planning is a big part of what they do for their clients. But when it comes to their own businesses, advisors might not be exercising the same foresight they offer clients — and that’s the […]

By Steven Lamb |December 29, 2003

2 min read

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Advisor.ca says

(December 24, 2003) As 2003 draws to a close, advisors look back on the year with mixed emotions. Like the two previous years before it, 2003 provided advisors with both challenges and opportunities — although many of you have told us you received more than your share of the former. While the hangover from a […]

By Darin Diehl |December 24, 2003

2 min read

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IPC advisors tackle

(December 24, 2003) Last year, it was Mount Kilimanjaro, the highest peak in Africa. Now, a team of adventurous advisors from IPC Financial Network aims to hit new heights, by attempting to scale Argentina’s Aconcagua, the tallest mountain in the Americas. Six IPC advisors will leave for Argentina for the charity climb on December 29. […]

By Doug Watt |December 24, 2003

2 min read

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Lessons learned: Advisors reflect on 2003

(December 23, 2003) The year 2003 finally brought some glad tidings for investors, with the markets staging an impressive rally. But confidence remains fragile and some clients still haven’t learned their bear market lessons, advisors say, and are still either shunning opportunities or chasing hot performers. Advisor.ca contacted several advisors and industry experts, asking for […]

By Doug Watt |December 23, 2003

3 min read

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Tax and clawback thresholds raised for 2004

(December 23, 2003) In its annual adjustment of tax brackets and credits, the federal finance department is raising the thresholds 3.3% to account for inflation. The federal government is also phasing in the last of its five-year tax reduction plan announced in the 2000 budget. That means the threshold for the 22% tax bracket will […]

By Scot Blythe |December 23, 2003

1 min read

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Briefly:

(December 24, 2003) In the spirit of the season, CIBC senior economist Avery Shenfeld is showing off his creative side, penning a financial version of the classic Christmas poem, “Twas The Night Before Christmas.” Twas the night before Christmas And all through the House Not an MP was stirring Nor a new same-sex spouse Paul […]

By Staff |December 22, 2003

5 min read

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MFDA launches fund trading probe

(December 22, 2003) Citing concerns about investor confidence in the Canadian mutual fund industry, the MFDA is asking its 200 members to provide information on their fund trading policies and procedures. The moves comes in the wake of a series of investigations into late trading and market timing abuses in the U.S., which have resulted […]

By Doug Watt |December 22, 2003

2 min read

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Don’t panic over privacy legislation, says Advocis

(December 19, 2003) It won’t take a lot of extra effort for ethical advisors to comply with the federal government’s new privacy requirements, according to the country’s largest association of professional advisors. Advocis has released a paper on the legislation in an attempt to explain how it will affect advisors’ business. “This appears to be […]

By Doug Watt |December 19, 2003

3 min read

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