Industry News

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Industry

Investor advocates respond to POS controversy

From coast-to-coast, advocates of investor education have sharply reacted to the discontent shown by the mutual funds sector over the proposed POS disclosure obligations. “Investors want to be able to make informed decisions and require information before they buy, like every other product,” says Ken Kivenko, president of Kenmar Associates in Toronto. “These investments are […]

By Vikram Barhat |April 21, 2010

2 min read

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Industry

Briefly:

With Earth Day tomorrow, BMO Financial Group is reminding Canadians that, when done right, adopting an environmentally friendly investment strategy can have a positive effect on both the planet and on investment portfolios. “Increasingly, Canadians are becoming aware of the critical environmental issues facing our world such as global warming,” said Serge Pepin, director of […]

By Staff |April 21, 2010

2 min read

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Planning and Advice

Mentoring an associate advisor

You’ve found the perfect advisor to work with. What do you do now? In my experience, many senior financial advisors looking for a junior associate to assist them do not properly execute their 90 day plan. They mistakenly believe a new advisor should be able to parachute into their practice with minimal support, training or […]

By Julia Chapman |April 20, 2010

4 min read

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Industry

Mackenzie breaks silence over Morgan departure

Mackenzie Financial Corp. is defending its handling of the “undisclosed departure” of George Morgan, who ran Mackenzie Cundill American Class. A statement obtained by Advisor.ca from Mackenzie confirms the company and Morgan have indeed parted ways. The disclosure comes on the heels of media reports that Morgan “quietly slipped away at the end of December […]

By Vikram Barhat |April 20, 2010

2 min read