Industry News

Briefly:

(May 14, 2004) Transamerica Life Canada has announced “enhancements” to its ProtectorPlus permanent life insurance, including lower premiums and guaranteed cash values. The plan can also be converted to universal life if clients want to add tax-sheltered investments. “In most cases, if clients can no longer afford the premiums on a T-100 policy it will […]

By Staff |May 10, 2004

7 min read

AGF looks to advisors to help boost sales

(May 10, 2004) AGF Funds is beefing up its executive team and refocusing on the advisor channel in an effort to reverse the fund company’s recent sales slump. AGF is combining its sales and marketing group and has hired Randy Ambrosie, formerly of HSBC Securities, to lead the new division. It’s the first major executive […]

By Doug Watt |May 10, 2004

3 min read

Morningstar conference update: Tactical approach can boost returns, says fund manager

(May 7, 2004) Although he’s a staunch advocate of asset allocation, fund manager David Picton believes it is possible to add returns to portfolios by shifting the asset mix. Picton made his case for tactical asset allocation at Morningstar Canada’s “Lessons in Effective Portfolio Construction” conference in Toronto earlier this week. Picton is senior vice-president, […]

By Donna Green |May 7, 2004

2 min read

Low-MER investing picks up steam

R elated Stories Investors paying closer attention to fund fees, Maclean’s finds F-class funds more popular with brokers than independent advisors The price they pay (from the June 2003 edition of Advisor’s Edge) Independence daze (from the September 2003 edition of Advisor’s Edge) In keeping with its cost-minimization credo, Dimensional has opted to only deal […]

By Steven Lamb |May 7, 2004

3 min read