Industry

Harrop and Invesco part ways

Invesco Trimark has announced changes to its global equities team, announcing the departure of vice-president and portfolio manager Bruce Harrop. “It was mutually agreed between Invesco Trimark and Bruce Harrop that new leadership for Trimark Select Growth Fund and Trimark Global Balanced Fund was in the best interest of investors in the funds,” the company […]

By Steven Lamb |August 31, 2009

2 min read

Briefly:

As the global economy recovers from a crisis started in the financial services industry, there has been much focus on the stability of banks around the world. Canadian banks have been held up as a model for the world, and yet, only one cracked the top 10 in a list of the world’s safest banks, […]

By Staff |August 31, 2009

3 min read

Mutual Fun

Thanks to your excellent contributions, we continue our Friday feature in which advisors from coast-to-coast let their hair down and tell us some of the funny things they’ve encountered on the job. Keep ’em coming! Typographical Errors? An advisor in Alberta had a client who insisted she didn’t want mutual funds and asked that her […]

By Philip Porado |August 28, 2009

3 min read

HNW investor mindset changes dramatically

If there’s one group of clients whose outlook on the markets has changed, it’s the high-net-worth (HNW) group. Studies are showing that the biggest seismic shift in investor attitude during the downturn is among this group. This means, advisors may have to alter their portfolio strategies. Before the downturn, HNW investors generally had a higher […]

By Mark Noble |August 28, 2009

4 min read