Industry News

Top DAC speaker announced

It was the closest race in Distinguished Advisor Conference history but there could only be one winner. Anthony Morris, the international practice development specialist and sales coach, was selected as the top speaker/presenter at the conference by attendees. Based in Markham, Ontario, Morris’ business platforms have been employed in over 50 countries worldwide. His presentation […]

By John Powell |December 16, 2009

2 min read

Canadians back away from retirement planning

The past year seems to have done extensive damage to the willingness of Canadians to save for retirement, according the 20th annual RBC RRSP poll. As its name suggests, RBC conducts an annual poll to gauge the retirement goals and savings habits of Canadians. Conducted by Ipsos Reid, this year’s national survey of nearly 1,500 […]

By Mark Noble |December 16, 2009

4 min read

Briefly:

The federal government has issued a notice aimed at clarifying the application of GST and HST to certain services inherent in investment funds. The taxes are meant to apply to administrative, management and promotional services which are not deemed to be “financial services” under the Excise Tax Act. Under the act, the following are not […]

By Staff |December 15, 2009

3 min read

Family offices retool after recession

The family office is turning back to basics, focusing more on risk ad wealth management services in the wake of the Great Recession, according to a study by U.S. Trust/Campden Research. Entitled Building for the Future, the study found advisors to ultra-high-net-worth families are reassessing their service models, with many weighing the viability of their […]

By Steven Lamb |December 15, 2009

2 min read