Industry

Decorative pattern

Morningstar conference update: Behavioural specialist explains why simple is best for investors

(May 6, 2004) Ena Garmaise has spent a good many years trying to perfect a fear barometer for Canadian investors. She wouldn’t call it that because there is nothing sci-fi about her work in behavioural finance or in the detailed questionnaires she designs for advisors. What she’s actually doing is giving advisors a tool to […]

By Donna Green |May 6, 2004

3 min read

Decorative pattern

Dump dual-class share structures, says research group

(May 5, 2004) Public companies should be forced to adopt a “one-share, one-vote” ownership structure, says a report from a Vancouver-based shareholder research group. The not-for-profit Shareholder Association for Research and Education (SHARE) says dual-class and other similar share structures — which allow company founders to maintain control by permitting shares with multiple voting rights […]

By Doug Watt |May 5, 2004

2 min read

Decorative pattern

Funds roughed up in April: Morningstar

(May 4, 2004) April was a rough month for Canadian mutual fund investors, after shocks at home and abroad sent several key investments spiraling lower, according to early data from Morningstar Canada. Fund performance was mostly weak for the month, with 22 of the fund monitor’s 32 indices posting a loss on the month, but […]

By Steven Lamb |May 4, 2004

2 min read

Decorative pattern

Advisor’s Edge offers tips on catching

(May 4, 2004) When you’re tracking big game, sometimes you have to beat the bushes to find your quarry. The same approach might apply in finding high net worth (HNW) clients — they’re seldom sitting out in the open waiting for you to find them. “Our cover story looks at finding ‘hidden millionaires,'” says Deanne […]

By Steven Lamb |May 4, 2004

3 min read

Decorative pattern

Winning streak continues for fund sales

(May 4, 2004) The mutual fund industry enjoyed another positive month in April, generating $1.3 billion in net sales, according to preliminary estimates released today by IFIC. That’s the first time in three years April’s numbers have been on the plus side, notes IFIC president Tom Hockin. “This is the seventh consecutive month of positive […]

By Doug Watt |May 4, 2004

1 min read

Decorative pattern

Briefly:

(May 7, 2004) Quebec has announced the creation of a $14.6 million investor education fund. The money will be used to support the principles of investor protection, good governance and investor education, says Quebec’s financial services regulator, the Autorité des marchés financiers (AMF). Similar to Ontario’s model, funding comes from fees and administrative penalties collected […]

By Staff |May 3, 2004

6 min read

Decorative pattern

Stars secure sales, says fund researcher

(May 3, 2004) Mutual funds rated highly under Morningstar Canada’s star system are also dominating sales, says research group Investor Economics. Funds with four- or five-star rankings accounted for 54% of gross sales in the first three months of 2004, Investor Economics says in its monthly Insight report. The sales figures are more impressive when […]

By Doug Watt |May 3, 2004

1 min read

Decorative pattern

AIM Trimark reshuffles as Kanko departs

(May 3, 2004) Veteran fund manager Bill Kanko has resigned from AIM Trimark, a move that will affect two of the company’s largest funds. Kanko was the lead manager on the $3 billion Trimark Fund and the $6 billion Trimark Select Growth Fund. “While I’ve decided to take some time off before pursuing the next […]

By Doug Watt |May 3, 2004

2 min read

Decorative pattern

Advisors not planning on lazy summer

(April 30, 2004) Ah, summertime — when the living is easy. There’s nothing quite like settling in at the cottage and reviewing your business. According to a survey conducted by The ADVISOR Group, financial advisors appear to be set for a summer of hard work, reviewing portfolios and prospecting for clients. The top priority for […]

By Steven Lamb |April 30, 2004

2 min read

Decorative pattern

IQON advisors anxious about Assante

(April 30, 2004) CI Fund Management’s acquisition of IQON Financial is causing anxiety among some IQON advisors, who worry about their new affiliation with Assante. CI announced yesterday it had purchased both IQON and Synera Financial from Sun Life Financial for $38.5 million, adding 570 advisors to the CI family. CI bought Assante and its […]

By Doug Watt |April 30, 2004

3 min read

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