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(June 7, 2004) Canadian fund companies will be required to fully disclose their proxy voting records under the terms of proposed new regulations unveiled recently by the Canadian Securities Administrators (CSA). Proxy voting has been a sore spot for many investor advocates, who have been pushing for increased disclosure and transparency from the mutual fund […]
By Doug Watt |June 7, 2004
2 min read
(June 7, 2004) Investors seeking a high growth component for their portfolio face a wealth of choices, ranging from individual equities and small cap funds to sector specific investments and emerging markets. When setting their sights overseas, the recent trend has been to invest in China, as the massive market lurches toward prosperity. While there […]
By Steven Lamb |June 7, 2004
4 min read
(June 4, 2004) These days it seems the entire world thinks bigger is better, as giant companies are bought by enormous companies to become colossal companies. Market consolidation has swept through the financial services industry with a vigour rarely seen, but Philip Armstrong, president and CEO of Jovian Capital, has a different approach. The latest […]
By Steven Lamb |June 4, 2004
Compensation committees should disclose their charter and the process used to determine executive compensation. Executive compensation should be tied to objective parameters of financial, environmental and social performance. Codes of conduct and ethics should include specific reference to corporate social responsibility policies. Such policies allow companies to be alert to and manage risks associated with […]
3 min read
Advocis conference update: Membership drive main focus for new chair Advocis conference update: Expert offers tips to send CI sales through roof Advocis conference update: Understanding generation profiles essential to team-building Advocis conference update: Survey says hedge funds will dominate new launches (June 4, 2004) In the ever-changing world of financial services, Doug Towill suggests […]
By John Craig |June 4, 2004
Advocis conference update: Membership drive main focus for new chair Advocis conference update: Expert offers tips to send CI sales through roof Advocis conference update: Understanding generation profiles essential to team-building (June 3, 2004) If you think hedge funds lack staying power, think again. A recent Morningstar Canada survey of fund and product managers finds […]
By Deanne N. Gage |June 3, 2004
(June 3, 2004) Two Ontario government commissions are at odds over the public release of a controversial report on operations at the IDA. The province’s Information and Privacy Commission has ordered the Ontario Securities Commission (OSC) to make the document public, but the OSC has appealed and the matter is now headed for the courts. […]
By Doug Watt |June 3, 2004
(June 2, 2004) Mutual fund performance was mixed in May with slightly more than half the indexes tracked by Morningstar Canada posting positive results. It was a volatile month on the stock markets, says Morningstar analyst Mark Chow, dominated by interest rate concerns, high oil prices and renewed geopolitical fears. That instability was especially pronounced […]
By Doug Watt |June 2, 2004
Advocis conference update: Membership drive main focus for new chair Advocis conference update: Expert offers tips to send CI sales through roof (June 2, 2004) Having difficulty recruiting new assistants and other support staff to your team? The reason may lie with how well you relate to your current employees, says Dr. Linda Duxbury, professor […]
By Deanne N. Gage |June 2, 2004
(June 2, 2004) When Independent Financial Brokers of Canada (IFB) announced its errors and omissions insurance (E&O) rates would not rise for 2004, members likely breathed a collective sigh of relief. In recent years, premiums have been under upward pressure due to the shrinking number of companies offering professional liability insurance and higher costs of […]
By Steven Lamb |June 2, 2004
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