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The majority of money managers strive to make the right call on the direction of the markets. Keith Balmer, a portfolio manager at U.K-based AHL says there is a case to be made in reacting to, rather than predicting, markets. AHL manages more than $22 billion in managed futures assets. The AHL Diversified Programme, a […]
By Mark Noble |January 21, 2010
4 min read
Women view wealth and retirement quite differently than men, a new study finds. A survey of 1,200 Canadians, undertaken by Fleishman-Hillard on behalf of Sun Life Financial, finds women more committed to retirement, but far less willing to work past the age of 65. Twice as many men (32%) than women surveyed say they want […]
3 min read
The Financial Planning Standards Council (FPSC) has received ISO 17024 accreditation by the Standards Council of Canada for its role as the credentialing organization for the CFP certification program in Canada. ISO 17024 is the standard for certifying bodies, and the FPSC is one of only five groups in Canada to have earned this accreditation […]
By Staff |January 21, 2010
2 min read
AGF Investments has announced the resignation of senior vice-president and portfolio manager Christine Hughes, saying that after 20 years in the industry, she was taking a sabbatical. As a result of her departure, the firm has appointed Michael White as the lead manager of AGF Canadian Balanced Fund, subject to regulatory approval. “At AGF, our […]
By Staff |January 20, 2010
The financial sector is unique, and requires special regulatory treatment, according to a report from the Conference Board of Canada. The financial industry is the only sector to which every participant in the economy is exposed, be they consumers or businesses. And while the financial sector facilitates the exchange of capital, its real currency is […]
By Steven Lamb |January 20, 2010
The current issue of Advisor’s Edge Report has an exclusive feature with Michael Lee-Chin. For Advisor.ca readers, we’ve included additional content not covered in the print publication. Lee-Chin, the founder and CEO of Portland Holdings, recently sold his privately held mutual fund company AIC Limited to Manulife Financial. He says the sale hinged on him […]
By Mark Noble |January 20, 2010
8 min read
Invesco has launched nine new PowerShares Funds, which essentially allow MFDA-licensed advisors to sell exchange-traded funds (ETFs) in a mutual fund wrapper. The nine new mandates expand this family to 17 offerings available in Canada. “As one of the world’s largest independent money managers, Invesco is well positioned to provide the right solutions to meet […]
By Staff |January 19, 2010
Despite huge gains on world stock markets since the depths of March 2009, most Canadians missed the rally, according to a survey by Franklin Templeton Investments. Eighty seven percent of Canadians failed to buy into the market during the run-up, apparently because they didn’t even know it was happening — 86% said they were unaware […]
By Steven Lamb |January 19, 2010
Global Maxfin Capital Inc. has announced the acquisition of Octagon Capital Corporation’s retail full-service investment dealer. The deal is expected to close before the end of January. “This deal is just part of Global’s efforts to grow the firm both organically and through acquisitions,” says Sam Bouji, president and CEO of Global. “We believe growth […]
McLean Budden has launched Canada’s first UCITS (Undertakings for Collective Investment in Transferable Securities) fund family to be based in Dublin, Ireland. The UCITS structure is recognized and regulated in more than 100 countries worldwide — allowing investors in those countries to invest in McLean Budden’s mandates. “We have actively managed assets on behalf of […]
By Staff |January 18, 2010
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