News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
Every successful company has a CEO who provides leadership, direction and coordination to the overall business. And that CEO is usually supported by a strong team of executives with distinctive skills, who work closely to build the business. Imagine the mess if there were no direction or coordination, and if each member of the team […]
By Tom McCullough |October 1, 2009
3 min read
Over the next few years, you’ll see a tidal wave of prospects looking to you for retirement solutions. Will your business sink under the weight of stale retirement concepts or will your book ride the retirement wave using innovative ideas and expert research? Some advisors may choose to retest their clients’ appetites for risk with […]
By Keith Pangretitsch |August 19, 2009
4 min read
I know a few financial advisors who are transitioning their practices to an advice-first approach. One elected to make the change because she felt she would earn more money in the long run. Another believes he will be able to do a better job for his clients, which in turn will make it easier for […]
By John Page |April 2, 2009
Industry
Sometimes it takes a crisis to capture just how much things have changed. A few years ago, most blogs were highly personal, often very political, takes on the world. Many were written by well-known journalists; many more were written by anonymous axe-grinders. But as the financial crisis has accelerated, so has the proliferation of financial […]
By Scot Blythe |March 27, 2009
5 min read
TD Bank Financial Group has confirmed it is in talks to increase its ownership stake in TD Ameritrade Holding Corp., the parent company of the online brokerage with the same name. TD had been limited to owning no more than 39.9% of the company, but that limit was raised to 45% on January 24, 2009. […]
By Staff |February 6, 2009
2 min read
Manulife Financial has been recognized as providing clients with the best universal life statements, handily beating the competition in the annual DALBAR rankings. The insurer scored 81.29 on the DALBAR ratings system, compared to an industry average of 68.1, making it the only company to achieve an “excellent” rating. Standard Life and Sun Life were […]
By Staff |February 5, 2009
Market Insights
Hedge fund managers, once the swashbuckling frontiersmen of international finance, have quickly gone from hero to goat. As the global credit bubble burst with a vengeance in 2008, so too did the oft-touted myth that these alternative strategies could deliver positive results in any market. But such sweeping claims paint the universe with too broad […]
By Al Kellett |February 1, 2009
Corporate bonds might be suffering from their worst performance ever, but there’s a silver lining. Today’s investors are compensated with a significant risk premium for investing in shortand mid-term corporate bonds (corporates) over similar term Canadian government bonds (Canadas). Yield spreads for corporates in Canada have moved sharply higher due to a number of factors: […]
By Hanif Mamdani |February 1, 2009
6 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.