Industry News

FPA Success Forum update: Practitioners shown how to pump up marketing muscle

speak at association meetings; write articles for the publications your target group reads; and/or sponsor and/or exhibit at your target group’s events. Swift even offered up an event suggestion to increase community visibility — a financial literacy class for young adults from your local high school. “Our youth really need it, you’d be doing a […]

By John Craig |November 4, 2003

3 min read

Passport system being fast-tracked by regulators and politicians: CSA chair

(November 4, 2003) Canada’s securities regulators are working with provincial finance ministers in an attempt to quickly set up a system that would permit passport-style registration for financial advisors and firms, says Stephen Sibold, chair of the Canadian Securities Administrators (CSA). Registration has been a thorn in the side for many advisors who complain that […]

By Doug Watt |November 4, 2003

3 min read

Briefly:

(November 7, 2003) With the mutual fund industry coming under scrutiny, Manulife has announced it is making its proprietary ratings system for funds available to advisors on its Web site’s advisor portal, Repsource. The firm says describes its i-Watch system as being a “manager for the managers,” rating them on both a quantitative and qualitative […]

By Staff |November 3, 2003

7 min read

Federal books in good shape: Manley

(November 3, 2003) The federal government expects to remain in the black despite the string of bad luck dealt to the Canadian economy this year, according to federal Finance Minister John Manley. “We will not run a deficit this year,” Manley told the House of Commons Standing Committee on Finance in Ottawa. “Canada’s economic fundamentals […]

By Steven Lamb |November 3, 2003

2 min read