Practice

Decorative pattern

Planning and Advice

4th Annual Dollars & Sense Survey: Turning up the heat

(October 2005) The 4th Annual Dollars & Sense Survey results are in. To complement the extensive survey findings detailed in the October issue of Advisor’s Edge, Advisor.ca has created a special online package that not only reports on some of the survey’s main findings, but provides new tools and resources to help tackle key issues […]

By Staff |October 11, 2005

2 min read

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Planning and Advice

IDA advisors facing CE deadline

(October 2005) The IDA is calling on its advisors and member firms to finish what they started. That’s the basic message conveyed in a friendly letter circulating this month, reminding advisors of the upcoming deadline — and “offside” penalties — for completing continuing education (CE) requirements — part of the IDA’s mandate stipulating that securities […]

By Heidi Staseson |October 6, 2005

4 min read

Decorative pattern

Planning and Advice

The rules of niche marketing

(October 2005) A lot of financial professionals say they serve a "niche." That’s fine, but when I ask them to define that niche, it becomes pretty clear they haven’t thought a lot about what niche marketing is, and how it works. It’s one thing to say you serve a market niche. It’s quite another to […]

By Jeff Thorsteinson |October 6, 2005

4 min read

Decorative pattern

Planning and Advice

Identity theft on the rise

(September 28, 2005) It’s been a banner year for identity thieves. High profile security breaches in the past have highlighted the growing problems associated with collecting massive amounts of personal information and compliance departments, hopefully, are well aware of privacy legislation, but poor information management practices on the part of organizations is still the single […]

By Kate McCaffery |September 28, 2005

4 min read

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Planning and Advice

IFIC conference update: Working with the big banks

(September 28, 2005) Despite posing formidable competition within both the fund manufacturing and distribution networks, the major banks have insinuated themselves so deeply in the investment industry, that competitors on both sides feel compelled to partner with them, according to an industry panel at IFIC’s annual conference in Toronto on Wednesday. “The banks are well […]

By Steven Lamb |September 28, 2005

3 min read

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Planning and Advice

Rising oil prices seen as mixed blessing for Canada

(September 27, 2005) The obvious economic benefits brought by surging energy exports will be spread unevenly across the country, padding federal coffers and boosting the oil-rich provinces, while wreaking havoc on the manufacturing sector, according to the latest forecast from TD Economics. The report predicts sustained high energy prices on the global market, calling it […]

By Steven Lamb |September 27, 2005

3 min read

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Planning and Advice

Planning for clients working post-retirement

(September 27, 2005) Some people just can’t get away from work — even in retirement — yet not all advisors take this into account when they construct retirement plans for their clients, experts say. In addition, a number of popular retirement online calculators don’t allow consumers to include post-retirement employment. But looking at a study […]

By Mark Brown |September 27, 2005

3 min read

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Planning and Advice

Briefly:

(September 28, 2005) Seven RBC Financial Group branches in Toronto are going green after signing on with Bullfrog Power, the only electricity retailer in Ontario that sources power exclusively from wind and low-impact hydro generators that meet the federal government’s EcoLogo standard for renewable electricity. RBC is already active in financing alternative energy sector companies […]

By Staff |September 26, 2005

8 min read

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Planning and Advice

The opportunities of a lifetime

(September 2005) It’s been a good summer for equity investors. Even so, your client is getting impatient. After watching the latest edition of his favourite investment show on the weekend, he wants to sell a good portion of his portfolio and move heavily into the latest “hot” sector. After all, it’s the opportunity of a […]

By Jeff Thorsteinson |September 23, 2005

5 min read

Decorative pattern

Planning and Advice

Corporate tax changes seen as option for income trust dilemma

(September 23, 2005) In light of Ottawa’s stern message earlier this week that it intends to clamp down on tax leakage to flow-through entities (FTEs), TD chief economist Don Drummond says the most likely solution is a decrease to the corporate tax rate and a rise in the dividend tax credit rate. Ottawa could lower […]

By Mark Brown |September 23, 2005

4 min read

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