Industry News

In the client’s mind, it’s all retail

The next time you’re in the local mall, you might want to pay closer attention to the strategies employed by retailers, which may also be the next big trend in financial services. Take Wal-Mart for example. The world’s most successful retailer has spun off at least two trends that have entered the investment industry, according […]

By Steven Lamb |November 3, 2005

3 min read

Insurance regulation at

The insurance industry is at a “critical juncture” when it comes to regulation, experts say. Regulators are keenly interested in efforts aimed at greater disclosure and transparency, so much so that they have issued consultation papers suggesting such principles be written into law. The industry on the other hand has come back saying such changes […]

By Kate McCaffery |November 3, 2005

3 min read

Introductory advice

Allow me to introduce myself: For the past six years at Advisor’s Edge, I’ve worked behind the scenes with my editorial team to produce content that helps you build your business. Now that I’m in the editor’s chair, I thought it would be a useful exercise to reflect on what I’ve learned from you and […]

By Deanne Gage |November 3, 2005

3 min read

October maintains bad reputation

(November 2, 2005) The recent downturn in energy prices was enough to knock resource and income trust-based funds out of the top performance slots in October, according to the latest data from Morningstar Canada. In fact, the drop from $66 to $59 a barrel sent energy based funds to the very bottom of the charts. […]

By Steven Lamb |November 2, 2005

2 min read