Morningstar Awards: 2013 winners announced
Fund managers honoured for superior performance; Ian Soutar wins career achievement award
- By: Jade Hemeon
- November 28, 2013 December 14, 2017
- 06:00
Fund managers honoured for superior performance; Ian Soutar wins career achievement award
A new generation of products caters to clients who want guaranteed income, with some upside potential
Although low interest rates have punished annuity payouts, there are advantages in buying annuities now
Funds get new names
They may not be exciting, but annuities can play an important role in retirement – especially for clients who are worried about outliving their money
Name changes intended to simplify and promote greater consistency within fund lineup
Name changes intended to simplify and promote greater consistency within fund lineup
Peter Wouters, director of tax and estate planning, Wealth, Empire Life Investments Inc., discusses how term certain annuities work and how they differ from life…
Several BMO SelectTrust and Select Class Series capped
ScotiaMcLeod Canadian Core Portfolio to merge into First Trust Canadian Capital Strength Portfolio
U.S. and Global Equity Income Mutual Funds advised by teams from J.P. Morgan Investment Management
Fund’s advisor is contacting potential partners
Balanced and equity funds lead the way
Global Absolute Return Strategies Fund, F-Class option added
American Century Investments manager favours companies with accelerating growth
In part three, the panellists offer picks in among energy, telecom and utilities stocks
Four income and five growth portfolios introduced
Series P is reserved for investors with at least $100,000 of household assets invested in Invesco funds
In part two, the managers discuss their investment disciplines and some of their picks in the dividend-rich financial sector
Peter Frost named senior vice president; three acuity managers departing
New offerings give fee-based accounts more choice
The group’s mutual fund quotation service is now pricing structured notes and market-linked certificates of deposits
Part one of three-part discussion with three equity-income fund managers
North American equities have captured the largest share of net inflows
Majority say they would add ETFs to their portfolios after learning about their benefits