Fund Managers – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Thu, 21 Sep 2023 20:53:36 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Fund Managers – Advisor's Edge https://phoenix.advisor.ca 32 32 Mass retail managers face greater pressure on fund flows: Fitch https://phoenix.advisor.ca/news/industry-news/mass-retail-managers-face-greater-pressure-on-fund-flows-fitch/ Thu, 21 Sep 2023 20:53:36 +0000 https://www.advisor.ca/?p=231020 In challenging markets, fund manager fortunes are mixed

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U.S. fund industry slams new SEC fund-name rules https://phoenix.advisor.ca/news/regulation/u-s-fund-industry-slams-new-sec-fund-name-rules/ Wed, 20 Sep 2023 19:58:13 +0000 https://www.advisor.ca/?p=230979 Regulator aims for truth in advertising, seeks to combat greenwashing

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Fitch sees alt managers weathering the storm https://phoenix.advisor.ca/investments/alternative-investments/fitch-sees-alt-managers-weathering-the-storm/ Wed, 20 Sep 2023 17:23:27 +0000 https://www.advisor.ca/?p=230958 Locked-in capital, robust fees and dry powder should help firms ride out market stress

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Fund managers’ valuation practices need help: ESMA https://phoenix.advisor.ca/news/industry-news/empty-offices-a-challenge-to-smaller-banks-fitch-2/ Wed, 24 May 2023 20:55:25 +0000 https://www.advisor.ca/?p=225894 Review found weakness in firms' valuation processes, procedures

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Priority, distribution issues dog Bridging proceeding https://phoenix.advisor.ca/news/industry-news/priority-distribution-issues-dog-bridging-proceeding/ Wed, 26 Apr 2023 19:01:30 +0000 https://www.advisor.ca/?p=224798 Institutional investors seek distribution from failed fund manager

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Purpose revises ESG disclosures amid greater regulatory scrutiny https://phoenix.advisor.ca/investments/market-insights/purpose-revises-esg-disclosures-amid-greater-regulatory-scrutiny/ Wed, 22 Mar 2023 21:09:23 +0000 https://www.advisor.ca/?p=223241 The firm updated marketing information published prior to the emergence of ESG guidance

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Court sides with firm in dispute over advisor-managed funds https://phoenix.advisor.ca/news/industry-news/court-sides-with-firm-in-dispute-over-advisor-managed-funds/ Wed, 18 Jan 2023 20:24:47 +0000 https://www.advisor.ca/?p=220896 Rep sought to bring funds she managed for clients to new business

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Assets rebound but mutual fund redemptions persist https://phoenix.advisor.ca/news/industry-news/assets-rebound-but-mutual-fund-redemptions-persist/ Tue, 20 Dec 2022 20:01:32 +0000 https://www.advisor.ca/?p=219881 ETF sales climbed while mutual fund redemptions were steady, IFIC reported

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Canadian equity managers beat battered benchmarks https://phoenix.advisor.ca/investments/market-insights/canadian-equity-managers-beat-battered-benchmarks/ Tue, 27 Sep 2022 18:45:36 +0000 https://www.advisor.ca/?p=214293 Majority of active managers outperformed in first half of 2022, S&P reports

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IFIC’s Paul Bourque to retire this year https://phoenix.advisor.ca/news/industry-news/ifics-paul-bourque-to-retire-this-year/ Thu, 30 Jun 2022 14:48:47 +0000 https://www.advisor.ca/?p=211313 A committee is searching for the organization’s next CEO

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