Industry News

Clients research online, buy in person

Advisors will have little success selling investments and life insurance online, but they can use the web as a turnkey solution to drive more business their way, says a study conducted by Forrester Research. According to Forrester’s study, entitled Canadian Trends in Researching and Applying for Financial Products Online, 21% of U.S. financial service consumers […]

By Mark Noble |December 19, 2007

3 min read

Canadians aren’t keen on American investments: Investors Group

Canadians haven’t thought twice about spending their dollars at American stores this holiday season, but when it comes to investments they’re doing anything but looking south of the border for a deal. A new Investors Group survey found that just one in six Canadian investors thinks the U.S. is a favourable place to invest, while […]

By Bryan Borzykowski |December 19, 2007

3 min read

Briefly:

(December 18, 2007) AGF Funds has announced the appointment of Carrie Tuck as senior vice-president of product management and development. “Carrie’s product background and understanding of sales support will help AGF better meet the needs of investors and their financial advisors,” said Randy G. Ambrosie, president of AGF Funds Inc. Tuck is a 15-year veteran […]

By Staff |December 18, 2007

3 min read

Foreign investors sell Canada: StatsCan

Sell, sell and sell. That’s what non-Canadian investors chose to do with their holdings of Canadian securities during the month of October. According to Statistics Canada, non-residents reduced their holdings of Canadian securities by a record $24.3 billion during the month. Canadians also showed little love for domestic securities. StatsCan says with the Canadian dollar […]

By Mark Noble |December 18, 2007

3 min read