Industry News

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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 Single securities regulator forecast for 2005 National securities regulator would save $40 million a year, study says Regulatory reform goes beyond politics, Phelps says Federal committee calls for single national securities regulator Longer term, if Protti’s predictions prove accurate, the single-regulator concept has other applications for simplifying the […]

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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Advice rules in changing investment landscape, says researcher

(April 26, 2004) Despite stiff competition from banks and discount brokers, financial advisors control the bulk of Canada’s wealth market, says Earl Bederman, head of financial research consultancy Investor Economics. The advice channel held 55% of the country’s wealth market at the end of 2002, Bederman said in a recent presentation to financial writers and […]

By Doug Watt |April 26, 2004

3 min read

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E-Trade controversy stirs advisor debate

(April 23, 2004) E-Trade’s forced about-face on a program to sell F-class funds directly to the public generated some strong opinions from advisors this week in Advisor.ca’s Talvest Town Hall. The discount brokerage had to suspend its FundPlus program after the two participating fund companies pulled out. “Steve K” started the debate, calling the demise […]

By Doug Watt |April 23, 2004

3 min read

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With lower returns, costs matter: Malkiel

(April 23, 2004) Index-investing pioneer Burton Malkiel is projecting considerably lower returns on equities — in fact on all financial assets — something that makes costs matter all the more. But it also means disciplining investor expectations. Malkiel, the Chemical Bank Professor at Princeton University, was speaking in Toronto yesterday to the annual conference of […]

By Scot Blythe |April 23, 2004

5 min read

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Online tutorial aims to improve advisor-client relationships

(April 22, 2004) The Investor Education Fund today launched a new online tutorial aimed at helping investors work effectively with financial advisors. The program — called “How to Work With A Financial Advisor” — walks users through a number of scenarios involving different types of advisors, focusing on mutual fund sales representatives and brokers. Although […]

By Doug Watt |April 22, 2004

2 min read

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