Industry News

AIMR: Analysts want better financial reports

(October 22, 2003) Public companies need to improve the quality of their financial disclosure, according to a survey of fund portfolio managers and equity analysts by the Association for Investment Management and Research (AIMR). “Despite the fact we are in an era of increased regulation and greater scrutiny of the financial reporting that public companies […]

By Steven Lamb |October 22, 2003

2 min read

Regulatory reckoning: Dealing with a

(October 22, 2003) It’s been a heady time for proponents of securities regulation reform, with several major projects due by the end of the year. Yesterday, Advisor.ca tackled the wise persons committee and the uniform securities legislation project, with help from four industry leaders. Today, we conclude our series with a look at two other […]

By Doug Watt |October 22, 2003

4 min read

Omissions can cost you and your client, says tax expert

(October 21, 2003) Sometimes overlooking the slightest detail can carry huge consequences, not only for your client, but for yourself. This is especially true in the designation of beneficiaries for RRSPs and RRIFs, warns Jamie Golombek, vice-president of tax and estate planning at AIM Trimark Investments. “This is something that we as advisors take for […]

By Steven Lamb |October 21, 2003

3 min read

Regulatory reckoning: Dealing with a

(October 21, 2003) Imagine standing on the beach while a tidal wave comes in. That’s how some are describing this fall’s unprecedented number of proposed improvements to the country’s securities regulation system, including the Wise Persons’ Committee and Uniform Securities Legislation. In this special two-part feature, Advisor.ca takes a closer look at four of the […]

By Doug Watt |October 21, 2003

4 min read