Industry News

Invesco Intactive available as corporate class

Invesco Trimark has announced it is offering its five Invesco Intactive Accumulation Portfolios within a mutual fund corporation structure. This allows investors to switch between portfolios within a non-registered account without triggering a taxable disposition. “The response to Invesco Intactive has exceeded our expectations, and we believe that creating these corporate class portfolios provides investors […]

By Staff |April 28, 2011

1 min read

Canadians economical…with the truth

Canadians are fibbing, fudging and fabricating facts when filling out insurance application, according to a report released by TD Insurance today. Manitoba and Saskatchewan residents were found to be the biggest offenders, the report said. They may be among the most insured in the country, but are also the least likely to think honesty is […]

By Vikram Barhat |April 27, 2011

2 min read

Fear hinders effective transfer of wealth: SEI

A recent SEI Wealth Insight Initiative roundtable suggests that fear of negative outcomes and a lack of confidence in heirs are two of the biggest barriers to families sustaining and growing wealth over time. The roundtable gathered small groups of wealthy families—those with more than $5 million in investable assets—to discuss their experiences and offer […]

By Dean DiSpalatro |April 27, 2011

3 min read

AIMA Canada names new COO

The Alternative Investment Management Association – Canada (AIMA Canada) has named James Burron, FCSI, CAIA, as chief operating officer of the organization, effective May 1, 2011. “James Burron has a solid background of more than 15 years of international experience in the securities industry including a significant background in the alternative investment industry,” said Gary […]

By Staff |April 27, 2011

1 min read