Industry

Decorative pattern

Career force key to SLGI success

The Canadian mutual fund industry is widely regarded as a mature market, where growth in market-share comes slowly, if at all. If you’re rolling out a new lineup, you’d better have an ace up your sleeve. In the case of the newest entrant, Sun Life Global Investments, a career sales force might do the trick. […]

By Steven Lamb |October 15, 2010

2 min read

Decorative pattern

Briefly: “Boscia retiring as Sun Life president” and more news

Sun Life Financial has announced that Jon A. Boscia is retiring as president of the company some time in the first quarter of 2011, and will join its board of directors. A successor has yet to be named. “Jon has made a notable impact on our business in his time with Sun Life and we […]

By Staff |October 15, 2010

2 min read

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Obscure stocks get coverage

A new tool promises to empower both public companies and investors. It could also change the capital markets landscape as we know it. The Investor Scorecard can determine a company’s investment potential, thereby elevating a company’s profile and providing useful information to investors. Introduced by Equicom and produced by Financial Science and Art (FSA), the […]

By Vikram Barhat |October 14, 2010

2 min read

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Briefly: “MFDA bans advisor over false account info” and more news

A disciplinary hearing in the matter of Piotr (Peter) Lipski was held yesterday in Vancouver, British Columbia, before a three-person hearing panel of the Pacific Regional Council of the Mutual Fund Dealers Association of Canada (MFDA). An agreed statement of facts was filed prior to the hearing in which the respondent admitted to the allegations […]

By Staff |October 14, 2010

3 min read

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Commission or fee? How about ad-driven?

The ongoing fee-versus-commission debate is about to get yanked in a whole new direction: no fee, no commission. How’s that for unbiased financial advice that keeps client interest front and centre and costs at bay? At least that’s the promise being dangled by Optimize.ca, a website that makes the bold claim of being “Canada’s first […]

By Vikram Barhat |October 13, 2010

4 min read

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European SRI assets hit five trillion euros

A study out of Europe has found that assets held in socially responsible investment mandates have soared to €5 trillion, a “spectacular” 87% increase from €2.7 trillion euros in 2008. Eurosif’s 2010 study of European SRI assets breaks down responsible investment assets under management (AUM) to “core SRI” and “broad SRI.” Core SRI, consisting of […]

By Doug Watt |October 13, 2010

3 min read

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Sun Life unveils first mutual funds

Sun Life Financial today launches its new investment company Sun Life Global Investments (Canada) Inc. which will roll out a new line-up of funds that harnesses world-class investment and product capabilities. The company starts accepting client investments on October 25, and will offer a suite of 12 funds, including seven funds sub-advised by MFS Investment […]

By Vikram Barhat |October 13, 2010

2 min read

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Briefly: “Next OSC chair named” and more news

Ontario Finance Minister Dwight Duncan has named Howard Wetston, Q.C. as the next chair of the Ontario Securities Commission (OSC). Wetston will succeed David Wilson, whose five-year term expires Oct. 31. “Howard knows the OSC, the quality of its people and its work as an effective securities regulator,” Wilson said. “I offer my best wishes […]

By Staff |October 13, 2010

3 min read

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Islamic Finance: An evolving niche

Any opinions expressed here are solely those of the writer. Modern Islamic finance has come a long way since initial experiments in the 1960s. As the leading and most comprehensive form of faith-based finance, it now covers banking, capital markets and insurance. And its rapid expansion in different parts of the world stems from various […]

By Usman Hayat, CFA, director of Islamic finance & ESG Investing at CFA Institute |October 13, 2010

6 min read

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Cavemen make bad market decisions

Investing is one of those things that really presents a problem for our caveman brains. You can explain the virtues of a long-term approach to your clients until you’re blue in the face — and they may even agree with you. But our most primitive instincts can derail long-term plans. When its crunch-time, we’re hard-wired […]

By Steven Lamb |October 12, 2010

3 min read

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