Industry News

Energy sector income trusts have secure futures

High commodity prices will be with us for the foreseeable future and that’s good news for energy sector income trusts, Middlefield Capital president Garth Jestley told a Wellington West conference last week. In the resource sector, “depletion is real,” Jestley said. He added production levels have peaked, so even if demand reduction takes place in […]

By Philip Porado |October 31, 2005

2 min read

Briefly:

(November 4, 2005) York University’s Schulich School of Business has teamed up with The Knowledge Bureau to create a pair of education programs for professionals in the tax and financial services industries. The Tax Services Specialist Program covers Canadian income tax preparation and planning for individuals, corporations and trusts, while the Investment Services Specialist Program […]

By Staff |October 31, 2005

12 min read

Index offers little diversification: Morningstar

Client education can be an uphill battle, but after many lectures on the evils of chasing last year’s winners, you’ve convinced your clients that diversification is the proper approach. But how well do you know the funds in their portfolio? Are they really as diversified as they should be? “In order for diversification to be […]

By Steven Lamb |October 28, 2005

4 min read

Neatness counts in registration process

Do you want to run a solid registration department and minimize regulatory fines for errors and omissions? Then assign a staff person whose job it to take care of the issue exclusively, instead of asking a compliance person or other officer of the firm to multi-task. Edie Wilson, vice president for regulatory and compliance at […]

By Philip Porado |October 28, 2005

2 min read