Portfolio 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, 27 Jul 2023 19:17:19 +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 Portfolio managers – Advisor's Edge https://phoenix.advisor.ca 32 32 Former portfolio manager agrees to ban, $60K fine to settle KYC failings https://phoenix.advisor.ca/news/industry-news/former-portfolio-manager-agrees-to-ban-60k-fine-to-settle-kyc-failings/ Thu, 27 Jul 2023 19:17:19 +0000 https://www.advisor.ca/?p=229186 Clients were invested in a fund that was too risky given their profiles

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]]> ESMA flags concerns over fund costs https://phoenix.advisor.ca/news/industry-news/esma-flags-concerns-over-fund-costs/ Wed, 07 Jun 2023 19:42:48 +0000 https://www.advisor.ca/?p=226436 Efficient portfolio management costs continue to worry regulators

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]]> Value investing is back. Here’s how to profit from the regime change https://phoenix.advisor.ca/investments/market-insights/value-investing-is-back-heres-how-to-profit-from-the-regime-change/ Fri, 02 Jun 2023 13:37:41 +0000 https://www.advisor.ca/?p=226122 Amid tighter monetary policy, portfolio managers discuss their strategies

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]]> Top Advisor to Go podcasts from 2022 https://phoenix.advisor.ca/investments/market-insights/top-advisor-to-go-podcasts-from-2022/ Wed, 21 Dec 2022 17:09:47 +0000 https://www.advisor.ca/?p=219947 A look back at how markets and the economy fared, and how experts responded

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]]> Rising rates the top worry for dealers, portfolio managers https://phoenix.advisor.ca/news/industry-news/rising-rates-the-top-worry-for-dealers-portfolio-managers/ Fri, 16 Dec 2022 14:32:20 +0000 https://www.advisor.ca/?p=219512 CSA systemic risk survey reveals industry's chief concerns

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]]> IIROC proficiency project moves on to traders, PMs https://phoenix.advisor.ca/news/industry-news/iiroc-proficiency-project-moves-on-to-traders-pms/ Mon, 29 Aug 2022 21:08:29 +0000 https://www.advisor.ca/?p=213170 SRO aims to finalize competency standards by early 2024

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]]> Geopolitical risk is hard to measure in ESG, and it’s not going away https://phoenix.advisor.ca/investments/market-insights/geopolitical-risk-is-hard-to-measure-in-esg-and-its-not-going-away/ Tue, 17 May 2022 18:52:54 +0000 https://www.advisor.ca/?p=209489 A panel at the Morningstar Investment Conference discussed Russia and China from a clean energy perspective

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]]> Asset management on precipice of change https://phoenix.advisor.ca/news/industry-news/asset-management-on-precipice-of-change/ Thu, 10 Mar 2022 18:34:10 +0000 https://www.advisor.ca/?p=206891 Fund houses must respond to rise of retail investors, redefined returns

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]]> Dial back expectations for market gains: panel https://phoenix.advisor.ca/investments/market-insights/dial-back-expectations-for-market-gains-panel/ Thu, 03 Feb 2022 20:01:32 +0000 https://www.advisor.ca/?p=205538 Banking, materials, energy and consumer discretionary may be good picks for 2022

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]]> Top Advisor to Go podcasts from 2021 https://phoenix.advisor.ca/news/economic/top-advisor-to-go-podcasts-from-2021/ Mon, 20 Dec 2021 17:50:18 +0000 https://www.advisor.ca/?p=203953 A look back at how markets and the economy moved, and how experts responded

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