Industry News

Advisors prefer fast, flexible marketing aid: Study

Boston-based Financial Research Corporation has completed a study, based on a survey of advisors and branch managers, outlining the most effective marketing methods to obtain advisor business. Craig Kilgallen, the study’s author and director of the FRC’s Advisor Insight series, says the shift into more holistic planning has decreased the time advisors have to spend […]

By Mark Noble |May 7, 2008

5 min read

Investors stay in cash at their own peril: Report

The report finds that Canadians are holding onto a record $45 billion in extra cash they normally would invest in the markets, which represents 10% of the total personal liquid assets in Canada. Benjamin Tal, senior economist at CIBC World Markets, says $35 billion worth of equity funds have been cashed out in the last […]

By Mark Noble |May 7, 2008

4 min read

Investment loans carry risk for advisor

It's no secret that leveraged investing is risky, but that doesn't mean advisors across the country have stopped employing the strategy.

By Bryan Borzykowski |May 6, 2008

6 min read

On The Shelf:

(May 6, 2008) Manulife Investments and RBC have teamed up to offer a series of new principal-protected deposit notes, which provide access to global equity markets. The Manulife Investments Global Balanced Plus Deposit Notes are tied to the performance of three funds: the Mawer World Investment Fund, the Manulife Strategic Income Fund, and the Manulife […]

By Staff |May 6, 2008

2 min read