Industry News

MERs rising, Morningstar study finds

(June 10, 2003) In down markets, investors are likely to question anything they suspect is draining their accounts. And if they think mutual fund fees are higher than they used to be, they might be right. A report from Morningstar Canada says Canadians paid over $10 billion annually for the past three years and it […]

By Steven Lamb |June 10, 2003

2 min read

Don’t miss your chance to win coveted Advisor of the Year Award

(June 10, 2003) Recognition and adulation from industry peers and clients alike could be yours if you are selected as a 2003 Advisor of the Year Award winner. But you’ll never know unless you get your case study entry in before this year’s June 27 deadline — read on for full details. For the fourth […]

By Steven Lamb |June 10, 2003

2 min read

Advocis conference preview: Taking stock a little early with association’s chair

“Bold and aggressive” plan unveiled to reposition regulatory model Insider tips on buying a book of business Panel discusses economics, investment, U.S. and good times ahead for Canada Speaker outlines tips to take client events from average to awesome BONUS TOOL: Your client communications guide for the last six months of 2003 Back to Advocis […]

By John Craig |June 10, 2003

3 min read

Target date set for automated trade processing

(June 9, 2003) The Canadian Capital Markets Association (CCMA) has announced a two-year plan to implement a fully automated system for institutional securities trading. Under the “straight-through processing” (STP) initiative, all industry players would be required to remove manual trade processing systems, including faxes, phone calls and e-mails, by June 2005. STP is a component […]

By Doug Watt |June 9, 2003

2 min read