Industry

Briefly:

Change is coming to Canaccord. On Dec. 1, Canaccord Capital will officially become Canaccord Financial Inc. and its ticker symbols change from “CCI” to “CF” on the TSX. Canaccord Capital Corporation will also change its name to Canaccord Financial Ltd. and Canaccord Financial Services Ltd. will change its name to Canaccord Insurance Services Ltd. “Becoming […]

By Staff |September 29, 2009

4 min read

Mawer’s Cooper-Key relinquishes management duties

Star fund manager, Gerald Cooper-Key, is giving up his day-to-day activities as the co-manager of the Mawer World Investment Fund effective March 31, 2010. Cooper-Key, the 2007 Morningstar fund manager of the year, is not leaving Mawer. The decision reflects his desire to “change his focus at this stage of his career.” Cooper-Key will continue […]

By Mark Noble |September 29, 2009

2 min read

Wealth managers need institutional mindset

Advisors serving the private wealth market should consider focusing on the client’s liabilities, rather than the traditional approach of focusing on assets first, according to a French investment thinktank. A research report from EDHEC-Risk Institute, entitled Asset Liability Management in Private Wealth Management, advocates for the adoption of institutional-style matching of assets to liabilities as […]

By Steven Lamb |September 28, 2009

3 min read

Gold prices warrant caution

Not all that glitters is gold. There are a number of reasons why you should invest in gold, but advisors need to be wary of the meteoric price of the metal, which could be the result of over-hype. According to a report recently issued by Windsor-based Dan Hallett & Associates, gold investors need to be […]

By Mark Noble |September 28, 2009

4 min read