The importance of prevention
We need to do a better job of providing basic financial education for clients
- By: Glorianne Stromberg
- September 3, 2008 October 30, 2019
- 12:31
Latest news in Focus on Products
Do Not Call List alters sales game
But how the list will affect some mutual fund sales is still to be determined
- By: Joanne De Laurentiis
- September 3, 2008 October 30, 2019
- 12:31
Determining retirement savings
Chart matrix allows investors to figure out quickly their ideal number
- By: Gordon Powers
- September 3, 2008 October 30, 2019
- 12:31
Taking a hands-on approach to investing
AGF’s John Arnold is a deep-value manager who has delivered results for clients over time
- By: Catherine Harris
- September 3, 2008 October 30, 2019
- 12:30
Determining retirement income
Study advocates a phased-income approach to withdrawals in retirement
- By: Gordon Powers
- July 28, 2008 October 30, 2019
- 14:35
An unwise investment strategy?
Borrowing to buy return of capital investments may not pay off
- By: Dan Hallett
- July 28, 2008 October 30, 2019
- 14:35
International funds scour the globe for value
“Your spreadsheet may have looked good six months ago, but it’s not looking so clever today,” says one fund manager
- By: Michael Ryval
- July 28, 2008 October 30, 2019
- 14:35
Cleaning up with an environmental fund
Performance of Acuity Clean Environment Equity fund has been good, but some analysts question fees, turnover
- By: Michael Ryval
- July 28, 2008 October 30, 2019
- 12:13
Office of Fair Trading?
It would help investors assess the merits of PPNs and other products
- By: Glorianne Stromberg
- July 2, 2008 October 30, 2019
- 11:37
Fund managers see strength in natural resources
Emerging economies are driving demand, they say, and we could be in a period of sustained high prices
- By: Michael Ryval
- July 2, 2008 October 30, 2019
- 11:37
AIM portfolios mix mutual funds and exchange-traded funds
The AIM is to help clients faced with retirement-income challenges
- By: Jade Hemeon
- July 2, 2008 October 30, 2019
- 11:37
Unintended consequences of reform
New registration category would result in firms bypassing industry SRO
- By: Joanne De Laurentiis
- July 2, 2008 October 30, 2019
- 11:37
PRODUCT WATCH
Middlefield; Acuity; Standard Life; Manulife & Mawer; Richardson & Credit Suisse
- By: Clare O’Hara
- July 2, 2008 October 30, 2019
- 11:37
Taking a principled approach to wealth creation
Mawer Investment Management’s Martin Ferguson seeks out companies that are trading below their intrinsic value
- By: Michael Ryval
- July 2, 2008 October 30, 2019
- 11:37
Canadian equity funds with solid performance
RBC Canadian Equity Fund boasts a lower MER than BMO Equity Fund
- By: Gordon Powers
- June 3, 2008 October 30, 2019
- 12:10
Checking client risk assessments
Advisors using only simple assessment methods are asking for trouble
- By: Dan Hallett
- June 3, 2008 October 30, 2019
- 12:10
Fund products that target the nervous client
Locking in gains made along the way to maturity may appeal to clients sitting on a heap of cash
- By: Jade Hemeon
- June 3, 2008 October 30, 2019
- 12:10
Investors are lousy market-timers
But funds that charge redemption fees can soften the impact
- By: Gordon Powers
- June 3, 2008 October 30, 2019
- 12:10
Comparing apples to apples
Investors should examine transaction and management costs carefully
- By: Joanne De Laurentiis
- June 3, 2008 October 30, 2019
- 12:10
Fund managers betting on sunnier days for U.S. stocks
Worries of recession caused by the credit crunch and the subprime mortgage mess have been factored into the market
- By: Michael Ryval
- June 3, 2008 October 30, 2019
- 12:10
PRODUCT WATCH
Hartford launches new DCA seriesToronto-based Hartford Investments Canada Corp., manager of Hartford mutual funds, has launched a new, six-month Series 4 of dollar-cost averaging units…
- By: Clare O’Hara
- June 2, 2008 October 30, 2019
- 10:22
Sales of segregated funds anemic in RRSP season
Bright spots for some insurers are the new guaranteed minimum withdrawal benefit plans
- By: Gavin Adamson
- April 25, 2008 October 30, 2019
- 15:01
Proposed soft dollar rules
IFIC wonders if investors will benefit from the suggested requirements
- By: Joanne De Laurentiis
- April 25, 2008 October 30, 2019
- 15:01
Easing frightened clients back into the market
Volatile markets have pushed some investors to boost cash holdings dramatically
- By: Jade Hemeon
- April 25, 2008 October 30, 2019
- 15:01