Industry

Live coverage from the IAFP

The Institute of Advanced Financial Planning held its annual symposium on October 1 and 2. Below is Mark Noble’s coverage of the event, live from London, Ont. • • • RFPs see glimmer of recovery: Anybody holding themselves out as financial planner has a fiduciary obligation to educate clients about exchange traded funds and the […]

By Staff |October 2, 2009

1 min read

Advisors need to discuss ETFs: Planning advocate

(London, Ont.) — Anybody holding themselves out as financial planner has a fiduciary obligation to educate clients about exchange traded funds and the research that supports their usage, says one planning expert. The opening speaker at the Institute of Advanced Financial Planners, Shawn Brayman, founder and president of PlanPlus, says there is a global push […]

By Mark Noble |October 2, 2009

4 min read

Funds reward risk, but sales remain slow

Investors were rewarded for taking on more risk in the third quarter as small-cap and sector-specific mutual funds led the pack, according to the latest analysis of returns from Morningstar Canada. Of the 43 Morningstar Canada fund indices, 41 turned in a positive return, with 13 posting double-digit percentage gains. The top performer was the […]

By Steven Lamb |October 2, 2009

3 min read

Mutual fun: Our Friday financial funnies

Advisors are funny. You prove that to us every week. Here’s the best from this week’s crop of stories advisors across Canada shared with us about the funny side of the investments business. Plan Ahead An advisor in the prairies was talking to an elderly client and his son about how the older man was […]

By Philip Porado |October 2, 2009

2 min read