Industry

HST, Earl Jones top Readers’ Poll

Ponzi schemes and the recession be damned; the readers have spoken. By an overwhelming margin, the top Canadian news story of 2009, according to the results of our News Poll Contest, was the adoption of the Harmonized Sales Tax (HST) by Ontario and British Columbia. Trailing in second and third place were the Earl Jones […]

By John Powell |January 28, 2010

2 min read

Faceoff: Consolidated reporting

For this month’s ‘Faceoff’, TD Waterhouse’s Kathryn Del Greco and Wellington West’s David Christianson square off over consolidated reporting. Moderated by: Kanupriya Vashisht Participants: Kathryn Del Greco, vice-president, Private Investment Advice, TD Waterhouse David Christianson, fee-only financial planner and investment counsel, Wellington West Total Wealth Management Inc. Is it possible? Kathryn Del Greco: Yes, it’s […]

By Kanupriya Vashisht |January 27, 2010

10 min read

Briefly:

Gary Baker has been named president of CANNEX Financial Exchanges, U.S. division. Baker has extensive experience in the insurance and retirement income markets and will lead the firm’s efforts in a time of growing concern and opportunity in the U.S. retirement income market. “Advisors are demanding unbiased information about income annuities, which are increasingly seen […]

By Staff |January 27, 2010

3 min read

New insurance process would aid advisors

When most other industries have moved aggressively towards technological solutions to save time and money, the insurance sector is still beset with a 20-plus-page application process, and a cumbersome procedure that takes approximately 36 days from start to finish. That’s if all goes well. An unchecked box or a botched page could mean the application […]

By Kanupriya Vashisht |January 27, 2010

4 min read