Industry

Decorative pattern

Fund analysts dismiss

R elated Stories MER report valid, but take a closer look at the numbers, analyst says MERs falling? Investor Economics weighs in on fund fee debate MERs only part of the fee story, analyst says The price they pay (from the June 2003 issue of Advisor’s Edge) “I think investors can do a lot worse […]

By Steven Lamb |April 7, 2004

5 min read

Decorative pattern

Richards returns to consulting

(April 6, 2004) Mutual fund executive Dan Richards is leaving Dundee Wealth Management to re-establish himself as an industry consultant. Richards has relaunched his former firm, Strategic Imperatives, and says he will work with both advisors and fund companies to help them more effectively serve their clients’ needs. “It’s back to my roots, although the […]

By Doug Watt |April 6, 2004

2 min read

Decorative pattern

Briefly:

(April 8, 2004) IPC Financial has announced the purchase of Winnipeg-based mutual fund dealer Prime Financial Securities. “We are delighted by Prime Financial’s decision to join IPC” says Steve Meehan, CEO of IPC. “This relationship strengthens our presence in the Manitoba market and reaffirms IPC’s focus on building and supporting independent financial advisors.” The agreement […]

By Staff |April 5, 2004

4 min read

Decorative pattern

What’s missing from your lineup?

(April 5, 2004) The best team in the league can tell you, the right players might not be enough to win the cup — sometimes it takes a pair of eyes off the ice to really see the whole picture. This month’s Advisor’s Edge cover story looks at the notion of hiring a coach to […]

By Steven Lamb |April 5, 2004

2 min read

Decorative pattern

Brown: Fund issues not systemic

(April 5, 2004) The Canadian mutual fund industry is struggling with some of the same problems as their U.S. counterparts, but the issues do not seem to be systemic, according to OSC chairman David Brown. Brown’s remarks were part of a breakfast meeting at the Toronto Board of Trade on Monday to kick off IFIC’s […]

By Steven Lamb |April 5, 2004

2 min read

Decorative pattern

Fund values drop, sales firm in March

(April 2, 2004) All good things must come to an end and the run of positive mutual funds returns is no exception. March was a poor month for investors, as 21 of 32 Morningstar Canada Fund Indices turned in negative results, according to preliminary data from the fund industry watcher. The poor performance didn’t turn […]

By Steven Lamb |April 2, 2004

2 min read

Decorative pattern

IDA launches new industry analysis

(April 2, 2004) The IDA has launched a new quarterly industry report, called IDA Wealth Watch, a publication aimed at the retail investment dealer. “The first edition is a little broad in coverage, because it’s really meant to define the business and identify some broad trends and drivers,” says Jon Cockerline, director of capital markets […]

By Steven Lamb |April 2, 2004

2 min read

Decorative pattern

Provinces struggle to balance books

$62 million budget surplus for 2004, as predicted but with decreased reliance on Fiscal Stabilization Fund $62 million budget surplus for 2004, as predicted but with decreased reliance on Fiscal Stabilization Fund 2005 balanced budget projected Financing requirements should come in under budget by $100 million for 2004 at $1.1 billion Provincial sales tax will […]

By Steven Lamb |April 1, 2004

3 min read

Decorative pattern

Expert discusses three key elements of doing due diligence

Whether the area has enough traffic to create additional demand Construction quality Principal’s management experience Principal’s management experience Construction quality Whether the area has enough traffic to create additional demand Aerial photographs Environmental reports Appraisal reports Full financial information “The other thing is — if you’re going to go and put clients in one of […]

By Art Melo |March 31, 2004

3 min read

Decorative pattern

Alberta calls for incremental regulatory change

(March 30, 2004) Advocates of a single national market regulator must abandon the “my way of the highway” approach if they want to accomplish any form of regulatory harmonization, according to Alberta’s Minister of Revenue. “The easiest way to start is to work together, find some ways that we can make decisions without unanimous consent […]

By Steven Lamb |March 30, 2004

2 min read

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