SPOTLIGHT: Wooing Advisors
Fund Firms Woo Advisers to Get Onside
Throughout the mutual fund industry, fund companies
are working hard to win the loyalty of independent financial planners. And the
pressure is intense. Reporter Keith Damsell examines the delicate art of winning
your loyalty. It "hinges on product, performance and, above all, relationships."
Read Damsell's full report, and view the table of fund firms and the advisory
firms they own.
INVESTING: What's Your Style?
Blame Your Personality, Not the Stock Market
investors make mistakes; it's part of the learning process. But what isn't so
obvious is that an investor's personality has a big hand in determining what
mistakes he or she is most likely to make. Angela Barnes investigates.
The Globetrotting Investor
While global equity funds are the easy, smart way to
diversify your portfolio outside Canada, there may be times when you want to
emphasize a particular country. Rob Carrick has some suggestions.
INCOME TRUSTS: Ready For The Big Time?
It's About Time Income Trusts Joined the S&P/TSX Index
For those who don't want income trusts in the
S&P/TSX composite index, also known as the Bay Street chapter of the Flat
Earth Society, Rob Carrick begs to differ.
Picking an Income Trust Fund
We keep hearing dire predictions that suggest the
income trusts market is going to implode. Don't worry about it! It won't
happen. Gordon Pape looks at some of the better picks.
PERSONAL INVESTING: Serving Seniors,
Seniors May Be Underserved
When Theresa Hunt's husband died several years ago,
he left her a little money that she decided to invest with the help of an
investment adviser. Rob Carrick has a cautionary tale.
Retiree Focuses on Risky Plays
Before ''retiring,'' Mike Halvorson did a good deal
of corporate finance and investor relations work. At 59, the Edmonton man is
an independent investor, focusing on risky, early stage exploration plays.
Tony Martin has the story.
TODAY'S PAPER: Back to School
Shopping for an MBA? Ivey has the (free) ticket for you
The Richard Ivey School of Business wants you -- and it's willing to foot your
travel bill to London, Ont., to sample its MBA classes. The travel deal marks
an escalation of the marketing wars as schools cope with shrinking numbers of
masters of business administration candidates. Gordon Pitts has the scoop.
How AGF can get its damaged house back in order
This has been an unhappy year for the CEO of AGF Management: Customers are
leaving, assets are falling, and securities regulators are investigating funny
trading activity in its mutual funds. Derek DeCloet has some suggestions.