Industry News

Indexing still outperforms: S&P

A much higher proportion of active mutual fund managers were able outperform their respective benchmarks during the worst of the downturn, but the man in charge of Standard & amp; Poor’s indexing committee says that over time, the odds remain in favour of indexing. David M. Blitzer, S&P’s managing director and chairman of the indexing […]

By Mark Noble |June 11, 2009

5 min read

Informed investors make better clients

Advisors might feel more empowered when hapless clients let them make all their financial decisions, but the simple fact is: Everyone benefits from more educated consumers. This was the recurring refrain at the Financial Literacy Forum on Wednesday, organized by the Investment Funds Institute of Canada (IFIC), where a panel of regulators and educators discussed […]

By Kanupriya Vashisht |June 11, 2009

2 min read

Switching to fee? Better plan ahead

If advisors think the timing’s all wrong to transition from a commission practice to charging fees, they should reconsider, according to a panel of advisors who have made the leap. “It will only hurt more once you grow accustomed to a lifestyle associated with a certain revenue stream,” says John De Goey, vice-president with Toronto-based […]

By Deanne Gage |June 11, 2009

4 min read

Spring Conference Season

“I wonder what it would be like to live in a world where it was always June,” Lucy Maud Montgomery once mused, via the voice of her much-loved creation, Anne Shirley. In a word? Busy. It would be very, very busy. June — and yes, the tail end of May — is conference season for […]

By Steven Lamb |June 11, 2009

1 min read