Industry News

Advice for the disabled wins praise

As business students from George Brown College found out, sometimes financial advisors can learn a thing or two from their clients. George Brown’s SIFE team (Students In Free Enterprise) won the 2010 HSBC SIFE Financial Education Challenge Regional Championships and will now move on to the national competition in Calgary on May 11th. The competition […]

By John Powell |March 11, 2010

2 min read

AGF names Bogart as CFO

Industry veteran Robert J. Bogart has been appointed as senior vice-president and chief financial officer (CFO) of AGF Management Limited (AGF), the company announced today. “At AGF, we are committed to providing our stakeholders with transparency, disclosure and value, a philosophy that Bob shares. He is a great fit within our culture of helping investors […]

By Vikram Barhat |March 10, 2010

1 min read

Portfolio products continue to wrap up assets

Standalone mutual funds may be under attack—with billions in net redemptions over the past year—but the culprit is not necessarily the much-vaunted exchange traded fund. In fact, much of the money pulled out of individual funds may be finding its way into one of the best marketing tools the fund companies have: the portfolio solution. […]

By Steven Lamb |March 10, 2010

3 min read

Travel insurance protects net worth

If your clients are taking a quick spring break to a U.S destination, make sure they pack more protection than just sunscreen—they need to buy travel health insurance. A medical emergency outside of Canada can pose a serious threat to their overall financial well-being. “Spring Break is a popular time to travel, whether it’s a […]

By Steven Lamb |March 9, 2010

2 min read