Industry

Briefly:

Manulife Financial has named Paul Lorentz as senior vice-president, investment products and president, Manulife Investments. Lorentz joined Manulife in 1993, and most recently led Manulife’s distribution organization. “This is a new senior executive position in our Canadian business that reflects our view that our wealth management business holds tremendous potential,” said Roy Firth, executive vice-president, […]

By Staff |March 11, 2010

2 min read

Advice for the disabled wins praise

As business students from George Brown College found out, sometimes financial advisors can learn a thing or two from their clients. George Brown’s SIFE team (Students In Free Enterprise) won the 2010 HSBC SIFE Financial Education Challenge Regional Championships and will now move on to the national competition in Calgary on May 11th. The competition […]

By John Powell |March 11, 2010

2 min read

AGF names Bogart as CFO

Industry veteran Robert J. Bogart has been appointed as senior vice-president and chief financial officer (CFO) of AGF Management Limited (AGF), the company announced today. “At AGF, we are committed to providing our stakeholders with transparency, disclosure and value, a philosophy that Bob shares. He is a great fit within our culture of helping investors […]

By Vikram Barhat |March 10, 2010

1 min read

Portfolio products continue to wrap up assets

Standalone mutual funds may be under attack—with billions in net redemptions over the past year—but the culprit is not necessarily the much-vaunted exchange traded fund. In fact, much of the money pulled out of individual funds may be finding its way into one of the best marketing tools the fund companies have: the portfolio solution. […]

By Steven Lamb |March 10, 2010

3 min read