Industry

Briefly:

A new American poll indicates that there will be a contraction of up to 26% of the market for financial advisors, as their clients choose to hold off on investing. Americans will be investing significantly less in the future, according to the survey released by AlixPartners, a global business advisory firm. AlixPartners says the survey […]

By Staff |October 14, 2009

6 min read

Soft-dollar clampdown explained

Professional fees are out. Third-party research is in. And probably the Bloomberg terminal. Investment managers have long received research and other services through bundled commissions that they pay to their brokers, which often can be another division within a larger dealer firm. The practice, known as soft dollars, has come under regulatory scrutiny to make […]

By Scot Blythe |October 13, 2009

4 min read

Responding to currency concerns

It might be the single biggest value -add in investment planning you offer clients this year — managing their currency risk. A lot of fund providers have come on board offering currency neutral options on popular global mandates. Canadian investors and their advisors have been inundated about the need to invest globally. This strategy has […]

By Mark Noble |October 13, 2009

4 min read

Briefly: ‘Cdns plan more investments’ and more news

Canadians are not shying away from investment opportunities. According to a national survey, even though 60% of investors lost money in the past year, most feel that the economy is on the rebound and therefore they plan to invest more but it might be with a different firm. Conducted by Maritz Research Canada, the poll […]

By Staff |October 13, 2009

3 min read