Industry News

Wealthy Canadians

(July 23, 2003) If you’ve ever found that your affluent clients were more nervous about investing, it could be they think they’re poorer than they are. American Express recently released the results of a study that examined Canadian perceptions of wealth and attitudes toward lifestyle: the findings might surprise their advisors. Having surveyed 1,000 Canadians, […]

By Steven Lamb |July 23, 2003

2 min read

Passport model gaining momentum in regulatory reform race

(July 22, 2003) You could hardly call it a race, but among the myriad proposals to reform Canada’s securities regulation system, the passport model seems to be today’s front-runner. Last week, provincial finance ministers agreed to begin work on the system, and yesterday, the British Columbia Securities Commission (BCSC) strongly endorsed the model, calling it […]

By Doug Watt |July 22, 2003

3 min read

The conference collection: Everything you missed from this summer’s biggest educational events

(July 2003) Were you too short on time or travel money to make it to at least one of this summer’s premier educational conferences? Fear not, because from the Advocis conference in St. John’s, Newfoundland, to the Million Dollar Round Table annual meeting in Las Vegas, Advisor.ca was there on your behalf to report on […]

By Staff |July 22, 2003

2 min read

Wealthy lose trillions to hungry bear, report says

“Among the better performing firms is a very clear sense they have of what their basis of advantage is. They have a clear view of who their target client is, they have a business model and a cost structure that’s aligned to serve that client.” R elated Stories Canada one of the top producers of […]

By Steven Lamb |July 22, 2003

3 min read