Archive for the ‘Industry Changes + Trends’ Category

In a recent Globe & Mail article, I recommended two mutual funds focused on generating regular income. In the March issue of Investment Executive, I opine that the ETF industry is following in the footsteps of the larger and older mutual fund...

ETFs are a hot topic these days.  As Mark and I highlighted in this post, active ETFs could be a game-changer for the investment fund industry.  In this March 20 Financial Post article, I spoke about the good and bad of active ETFs and the threat...

Here are this week’s latest media appearances by HighView Financial Group. In the March 12, 2010 Globe and Mail, I commented on the changing face of Income Trust mutual funds. In this Wall Street Journal article, I challenge the notion that...

RRSP sales are shaping up to be rather sluggish.  And with financial markets getting a bit jittery, it’s no surprise that the fund industry’s marketers have shifted into high gear.  Here are two of the marketing initiatives that...

Dan Hallett, Vice President & Director, Asset Management at HighView Financial Group, comments in the Globe & Mail, Report On Business, on actively managed ETFs launched yesterday by AlphaPro Management.  If you would like to read a copy...

Investors would rather invest in something that distributes a regular amount of cash than sell their shares to generate cash flow.  This psychological phenomenon seems to hold no matter what the source of cash distributions.  Add perceived...

This year, I celebrate my 20th year in the wealth management business.  Although short in duration relative to some of my business partners, it’s sufficiently long to have experienced both good and bad market conditions.  Unfortunately, in...

Here is an interesting article on bnet....

Over the past twelve to eighteen months, financial markets have been flooded with newly issued funds promising a fat monthly distribution. Investors couldn’t get enough of these new funds gushing with cash flow in this very low interest rate...

Last week , I expressed my beef with mutual funds that offer a fixed level of distributions. In particular, I featured the Clarington Canadian Income fund, and its fixed payout policy. For this fund to raise its unit price back to its original $10...