Industry News

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Assante latest fundco to cut fees

(January 10, 2005) Assante is cutting fees on its Optima and Artisan fund products, in the wake of a similar move by Fidelity, whose fee reductions take effect today. “The cost of participating in Assante Optima Strategy and Assante Artisan Portfolios will be reduced by approximately 0.35%,” said Assante senior vice-president Darin Thompson in a […]

By Doug Watt |January 10, 2005

2 min read

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Briefly:

(January 14, 2005) PEAK Financial Group has announced the appointment of Caron Czorny as executive vice-president and chief operating officer of PEAK Insurance Services Inc. “Caron understands what brokers need and knows how to get the job done,” said Robert Frances, president and CEO of PEAK Financial Group. “With the addition of Caron to lead […]

By Staff |January 10, 2005

7 min read

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January Advisor’s Edge shows you how to streamline

(January 10, 2005) It’s a busy time of year for many advisors, as clients rush to get their RRSP contributions in and portfolios are up for review. With all that hustle and bustle, it might also be time to trim the deadwood from your book — not just for your sake, but for your clients, […]

By Steven Lamb |January 10, 2005

3 min read

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Advisor’s Quick Reference Guide

Have you ever found yourself searching for financial information and you just can’t seem to find it? Now you can, with the Advisor’s Quick Reference Guide sponsored by Manulife Investments. This comprehensive guide provides key financial information at your fingertips. From performance tables and tax tables to details about registered plans and public pensions, this […]

By Staff |January 10, 2005

1 min read

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Interest rates will drive equity returns in 2005: Rubin

(January 7, 2005) Despite predictions of economic slowdown, 2005 should provide equity investors with solid returns, according to an economist from one of the big banks. “Broad scale exposure to declining long-term interest rates, either through dividend-yielding stocks, income trusts or long duration bonds, should be the key for one’s investment strategy in 2005,” says […]

By Steven Lamb |January 7, 2005

3 min read

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Advisors joining tsunami relief effort

(January 7, 2005) While donations to the tsunami relief effort have been pouring in across all sectors of the global economy, from the big banks and capital markets, to the heavy hitters of Hollywood and even children’s own piggy banks, Canadian financial advisors are making their own charitable contributions towards the recent world tragedy. And […]

By Heidi Staseson |January 7, 2005

4 min read

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New Year rings in top-ups to RESP program

(January 6, 2005) Canadians looking to sock away money for their children’s post-secondary education will get some additional help this year from Ottawa. There’s also a new grant program being introduced in Alberta. At the federal level, changes to the Canada Education Savings Grant (CESG) program took effect on January 1. Ottawa is doubling the […]

By Doug Watt |January 6, 2005

3 min read

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Canadian-based funds strong in 2004

(January 6, 2005) It probably comes as no surprise, but it’s now official: Income trusts and natural resources were the hot sectors for mutual fund investors in 2004, according to data from Morningstar Canada. Overall, it was a pretty good year for Canadian mutual funds, with 30 of Morningstar’s 32 fund indices posting a positive […]

By Steven Lamb |January 6, 2005

3 min read

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Thankless year ahead for money managers

Equities will outperform bonds in the year to come, but money managers have a bit of a thankless task ahead. Institutional money managers surveyed for Mercer Investment Consulting’s annual “Fearless Forecast” say they expect to see volatile Canadian equity markets and only moderate returns from both asset classes in 2005. Of the 48 investment managers […]

By Kate McCaffery |January 6, 2005

3 min read

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Americans expect stable dollar

(January 5, 2005) The wild gyrations of the U.S. dollar, which became the hallmark of 2004, may be coming to an end, according to one U.S. economic think-tank. While profitability and investment outside the U.S. will likely diminish, U.S. prices and interest rates are expected to remain unaffected by the dollar’s international exchange rate. “Many […]

By Steven Lamb |January 5, 2005

3 min read

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