Industry News

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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

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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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IG unveils new structure, names CEO for fund unit

(April 30, 2004) A long-time Winnipegger was introduced as the new president and CEO of Investors Group today following the annual general meeting of its parent company. Murray Taylor, executive vice-president of the Winnipeg-based company for the past three years, takes over the top job of the mutual fund behemoth. IG currently leads all other […]

By Geoff Kirbyson |April 30, 2004

2 min read

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Your Guaranteed Investment Solutions

Franklin Templeton Investments in association with CIBC is pleased to announce two new solutions in the popular FULPAY series. Available until June 4, 2004 FULPAY PLUS Franklin Templeton Investments – Linked Deposit Notes, Series 3 The Best-of Strategy. Guaranteed. And FULPAY STAR Franklin Templeton Investments – Linked Deposit Notes, Series 1 Growth and Security. The […]

By Staff |April 30, 2004

2 min read

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CI bulks up financial planning operations

(April 29, 2004) CI Fund Management announced today that it has acquired IQON Financial Management and Synera Financial Services, adding nearly 600 advisors to its already formidable roster. Both firms were owned by Sun Life Financial. IQON, based in Winnipeg, has 400 advisors across the country with more than $4 billion in assets. Synera, established […]

By Doug Watt |April 29, 2004

3 min read

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Fund manager: Fed fears overblown

(April 28, 2004) Investors are getting too caught up in Fed watching and need to take a more realistic approach to interest rates and inflation risks, according to a well-known portfolio manager. “On balance this is a good climate for equity investing, a worrisome climate for bond investing and it should be a good climate […]

By Steven Lamb |April 28, 2004

2 min read

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Pension

(April 28, 2004) The majority of people charged with overseeing Canadian pension plans agree that they may be in crisis, but many feel the problems will be short-lived, according to a survey released today by the Conference Board of Canada and Watson Wyatt. “We’ve heard a lot of talk about a pension-funding crisis over the […]

By Steven Lamb |April 28, 2004

2 min read

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Investors will benefit from a single regulator: CBA chief

Goodale ready to move on regulatory reform (April 28, 2004) Investors, and therefore their financial advisors, will have greater investment choice and greater security in those choices with a single securities regulatory regime than with the present 13 provincial and territorial jurisdictions, according to Raymond Protti, president and CEO of the Canadian Bankers Association (CBA). […]

By Art Melo |April 28, 2004

3 min read

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Mackenzie sheds light on fund fees

(April 27, 2004) In an effort to clear up the confusion over fees charged by mutual fund companies and their advisors, Mackenzie Financial has produced a booklet on the topic called “Fees and Mutual Fund Investing: The Facts.” Mackenzie Financial president David Feather says the publication is an attempt to help investors understand what they’re […]

By Doug Watt |April 27, 2004

3 min read

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Briefly:

(April 30, 2004) Today is the deadline for filing taxes and while your clients no doubt had them in weeks ago, there are bound to be some Canadians left scrambling to meet the midnight cut-off. Those owing money to the government will face an instant penalty of 5%, plus another 1% for each month until […]

By Staff |April 26, 2004

9 min read

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