Showing 1 to 12 of 12 results
Conflicted Advice in Canadian Financial Services: A Systemic Issue
A regulatory review exposed how pressure to meet sales targets at Canada's Big Five banks leads to advisors recommending unsuitable products, highlighting a systemic issue extending to "independent" advisors who face similar conflicts of interest.
Conflicted Advice in Canadian Financial Services: A Systemic Issue
A regulatory review exposed how pressure to meet sales targets at Canada's Big Five banks leads to advisors recommending unsuitable products, highlighting a systemic issue extending to "independent" advisors who face similar conflicts of interest.
Progress
56% Bias Score
Canadian ETF Sales Surge Past Mutual Funds in 2024
In 2024, Canadian ETF net sales totalled $75 billion, exceeding mutual fund net sales of $15.2 billion, highlighting a shift in investor preference driven by lower ETF costs and ease of trading facilitated by robo-advisors, although experts advise considering both based on individual needs.
Canadian ETF Sales Surge Past Mutual Funds in 2024
In 2024, Canadian ETF net sales totalled $75 billion, exceeding mutual fund net sales of $15.2 billion, highlighting a shift in investor preference driven by lower ETF costs and ease of trading facilitated by robo-advisors, although experts advise considering both based on individual needs.
Progress
44% Bias Score
Over 5,700 Mutual Funds: Investor Analysis Paralysis and the Need for Due Diligence
An analysis of over 5,700 mutual funds reveals that the vast number of choices, coupled with the complexity of analyzing individual fund holdings, leads to insufficient investor analysis and potentially poor investment decisions. Top performers like GMO U.S. Opportunistic Value Fund highlight the im...
Over 5,700 Mutual Funds: Investor Analysis Paralysis and the Need for Due Diligence
An analysis of over 5,700 mutual funds reveals that the vast number of choices, coupled with the complexity of analyzing individual fund holdings, leads to insufficient investor analysis and potentially poor investment decisions. Top performers like GMO U.S. Opportunistic Value Fund highlight the im...
Progress
48% Bias Score
Greek Investors Favor Diversification Amidst Market Volatility
Amidst market volatility driven by tariff impacts on corporate earnings, Greek fund managers advocate for calm investment strategies, emphasizing diversification across asset classes and geographic regions, with many viewing the situation as a buying opportunity due to lower valuations; Greek banks ...
Greek Investors Favor Diversification Amidst Market Volatility
Amidst market volatility driven by tariff impacts on corporate earnings, Greek fund managers advocate for calm investment strategies, emphasizing diversification across asset classes and geographic regions, with many viewing the situation as a buying opportunity due to lower valuations; Greek banks ...
Progress
32% Bias Score
Vanguard Cuts Mutual Fund, ETF Fees by \$350 Million
Vanguard announced its largest-ever fee cut on Monday, reducing fees on 87 funds and 168 share classes by an average of 20%, saving investors an estimated \$350 million this year.
Vanguard Cuts Mutual Fund, ETF Fees by \$350 Million
Vanguard announced its largest-ever fee cut on Monday, reducing fees on 87 funds and 168 share classes by an average of 20%, saving investors an estimated \$350 million this year.
Progress
20% Bias Score
Greek Households Shift €19 Billion to Investment Products Amidst Low Interest Rates
Since early 2022, Greek households invested €19 billion in investment products, including €8 billion in mutual funds, due to economic recovery, investor confidence, and higher bond yields, a trend expected to continue pushing investors toward higher-risk assets.
Greek Households Shift €19 Billion to Investment Products Amidst Low Interest Rates
Since early 2022, Greek households invested €19 billion in investment products, including €8 billion in mutual funds, due to economic recovery, investor confidence, and higher bond yields, a trend expected to continue pushing investors toward higher-risk assets.
Progress
44% Bias Score
Fidelity Canada's Pandemic Pivot Fuels Market Share Surge
Fidelity Investments Canada ULC, led by Rob Strickland, rose from Canada's seventh-largest to second-largest mutual fund manager between 2005 and 2023, managing over $307 billion in assets, largely due to its successful pandemic pivot to digital platforms that broadened its reach to financial adviso...
Fidelity Canada's Pandemic Pivot Fuels Market Share Surge
Fidelity Investments Canada ULC, led by Rob Strickland, rose from Canada's seventh-largest to second-largest mutual fund manager between 2005 and 2023, managing over $307 billion in assets, largely due to its successful pandemic pivot to digital platforms that broadened its reach to financial adviso...
Progress
52% Bias Score
Avoiding Poor Mutual Funds: Prioritize Low Fees and Strong Holdings
High mutual fund fees and poor holdings significantly impact performance; investors should prioritize funds with total annual costs below 1.60% and carefully analyze holdings, avoiding funds like Alger Weatherbie Specialized Growth (ASYMX).
Avoiding Poor Mutual Funds: Prioritize Low Fees and Strong Holdings
High mutual fund fees and poor holdings significantly impact performance; investors should prioritize funds with total annual costs below 1.60% and carefully analyze holdings, avoiding funds like Alger Weatherbie Specialized Growth (ASYMX).
Progress
56% Bias Score
GROWTH Act Seeks to Reform Mutual Fund Capital Gains Tax
Reps. Beth Van Duyne and Terri Sewell introduced the GROWTH Act to correct the current tax system's impact on long-term mutual fund investors, where annual capital gains taxes are paid by investors even when they don't actively trade, thus reducing the benefits of compounding returns; the act will d...
GROWTH Act Seeks to Reform Mutual Fund Capital Gains Tax
Reps. Beth Van Duyne and Terri Sewell introduced the GROWTH Act to correct the current tax system's impact on long-term mutual fund investors, where annual capital gains taxes are paid by investors even when they don't actively trade, thus reducing the benefits of compounding returns; the act will d...
Progress
52% Bias Score
Mutual Fund Selection Challenges: Over 5,348 Funds and the Need for Deeper Analysis
With over 5,348 mutual funds across twelve styles, investors face challenges in selecting the best option due to the vast number of choices and the difficulty of analyzing each fund's holdings. The top-performing fund, Royce Small Cap Special Equity Fund (RSEIX), highlights the importance of thoroug...
Mutual Fund Selection Challenges: Over 5,348 Funds and the Need for Deeper Analysis
With over 5,348 mutual funds across twelve styles, investors face challenges in selecting the best option due to the vast number of choices and the difficulty of analyzing each fund's holdings. The top-performing fund, Royce Small Cap Special Equity Fund (RSEIX), highlights the importance of thoroug...
Progress
48% Bias Score
Unpassed Tax Changes Create Uncertainty for Canadian Asset Managers
Canadian asset managers face uncertainty in filing 2024 tax returns for investment funds due to unpassed federal capital gains tax changes proposed in the 2024 budget, potentially requiring re-filing and amended tax slips if the changes don't pass.
Unpassed Tax Changes Create Uncertainty for Canadian Asset Managers
Canadian asset managers face uncertainty in filing 2024 tax returns for investment funds due to unpassed federal capital gains tax changes proposed in the 2024 budget, potentially requiring re-filing and amended tax slips if the changes don't pass.
Progress
52% Bias Score
Fidelity's Contrafund Manager Achieves Record Return Amidst Industry Shift
Will Danoff, manager of Fidelity's \$155 billion Contrafund, achieved a 41 percent return in 2024, fueled by investments in Meta and Nvidia, despite the industry trend toward passive investing; however, his departure poses a key-man risk.
Fidelity's Contrafund Manager Achieves Record Return Amidst Industry Shift
Will Danoff, manager of Fidelity's \$155 billion Contrafund, achieved a 41 percent return in 2024, fueled by investments in Meta and Nvidia, despite the industry trend toward passive investing; however, his departure poses a key-man risk.
Progress
40% Bias Score
Showing 1 to 12 of 12 results