Industry

Briefly: “Mackenzie alters two mandates” and more news

Mackenzie Financial has announced the appointment of FSX Securities Canada as portfolio sub-advisor of Mackenzie Universal World Real Estate Class, effective November 1, 2010. FSX Securities Canada is a wholly owned subsidiary of Forum Securities Limited, a global investment management firm with over $800 million in assets under management and employees in offices in Asia, […]

By Staff |October 29, 2010

1 min read

Financials fare well on Top Employers list

Despite the stress of managing other people’s finances and the ever-increasing regulatory burden, there is a common refrain we hear from advisors: Working in financial services is the best career in the world. The latest Best Employers studies from Aon Hewitt appears to support that enthusiasm. Of the top 50 employers, 16 were in some […]

By Steven Lamb |October 28, 2010

2 min read

Even HNW need financial literacy

Investor education is about the investor, not investments. Far too much emphasis is placed on informing clients about investments and very little on what the client needs to know, according to Charlotte B. Beyer, founder and CEO of the Institute of Private Investors and founder of New York-based Investor Education Collaborative. “The ultimate purpose of […]

By Vikram Barhat |October 28, 2010

2 min read

Regulators push for environmental disclosure

Canadian securities regulators expect improved environmental disclosure from the country’s reporting issuers and have released a guidance document towards meeting that goal. “Issuers are increasingly recognizing the current and potential effects on their performance and operations, both positive and negative, that are associated with environmental matters,” states the document, which was released Wednesday by the […]

By Doug Watt |October 28, 2010

3 min read