Industry News

Proposed new fund disclosure system to benefit consumers and advisors, regulators say

(February 14, 2003) Consumers will have more easily understandable mutual fund and segregated fund information for their investment decision-making, while advisors and fund companies will have simplified responsibilities for distributing that information if a proposed new disclosure system wins acceptance from all players. The Joint Forum of Financial Market Regulators unveiled the proposal yesterday in […]

By Art Melo |February 14, 2003

3 min read

Industry

Mark it on your calendar: Advisor Forum gears up for 2003

Montreal — September 30 and October 1 Montreal — September 30 and October 1 Calgary — October 28 and 29 Vancouver — November 3 and 4 Toronto — November 24 and 25 Halifax — December 1 and 2 For more information, check the Advisor Forum Web site. Advisors who attend are eligible to earn up […]

By Doug Watt |February 14, 2003

2 min read

Industry

Morningstar debunks January barometer

(February 14, 2003) Mutual fund performance took another hit in January as 26 of the 32 fund indexes tracked by Morningstar Canada lost ground. Overall, 88% of the 4,500 funds rated by Morningstar reported losses last month, but that doesn’t necessarily mean 2003 will be a losing year. Morningstar analyst Rob Chang says those who […]

By Doug Watt |February 14, 2003

2 min read

Industry

Advisors expect RSP contributions to remain steady this tax season: Online poll

(February 13, 2003) Despite shaky markets and weak investor confidence, advisors say the bulk of their clients will contribute about the same amount to their RRSP as last season, according to a recent online survey conducted by The ADVISOR Group. Advisors were asked whether their clients plan to contribute more, less or the same amount […]

By Doug Watt |February 13, 2003

2 min read