Blog: Cutting Through the Noise
Industry News + Views
It's Been a Bumpy Week for Financial Professionals
Excerpt from Scott Ronalds's blog on November 22, 2007
This was just too good to pass up... ...
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Those Damn Academics
Excerpt from Scott Ronalds's blog on November 14, 2007
Some mutual fund executives must be getting pretty fed up with the academic world. First there was the study Mutual Fund Fees Around the World published last year by three professors from Harvard Business School, the London Business School and ...Read More
Lump of Coal Award
Excerpt from Tom Bradley's blog on November 6, 2007
As I caught up on my reading this weekend, I was perusing an advertising feature that the Investment Fund Institute of Canada (IFIC) placed in the papers last week. The lead article was a review of a survey that IFIC ...Read More
Show me the Return
Excerpt from Scott Ronalds's blog on November 5, 2007
Ever wonder why your broker or mutual fund company doesn’t show performance on your account statement? The reason is pretty simple – they don’t have to. There’s a group of financial advisors who are trying to change that. The Investor ...Read More
Investors Have More Options, so Should Fund Managers
Excerpt from Tom Bradley's blog on October 29, 2007
The Globe and Mail, Report on Business Published October 27, 2007 My partners and I were bouncing around ideas this week for an advertising program. We weren't coming up with anything too brilliant and even starting to get a little ...Read More
New Point-of-Purchase Document: Our Comments to the Regulators
Excerpt from Tom Bradley's blog on October 22, 2007
We have recently submitted a comment to the Joint Forum of Financial Regulators on their proposal (National Instrument 81-406) for a point-of-purchase document for mutual and segregated funds. If you have trouble sleeping, we have posted a copy of our ...Read More
The ETF Diaries - Claymore's Response
Excerpt from Tom Bradley's blog on October 17, 2007
On August 13th, we published a piece titled Proud to Shroud II – Claymore Balanced Funds , in which we discussed two new ETFs being offered by Claymore Investments. The new funds prompted us to make two comments. First, these ...Read More
Hedgies are Bulking Up, But it may not Benefit Investors
Excerpt from Scott Ronalds's blog on October 15, 2007
The Globe and Mail, Report on Business Published October 13, 2007 The first column I wrote for The Globe and Mail was on hedge funds. As a guest columnist, I innocently poked my head up and declared that their fees ...Read More
Bigger Isn't Better, So Give Some Love to the Little Guys
Excerpt from Scott Ronalds's blog on September 16, 2007
The Globe and Mail, Report on Business Published September 15, 2007 If you've been a regular reader of this column, you know that I sometimes write about things that are driving my wife crazy. When Lori gets on a rant ...Read More
Proud to Shroud II - Claymore Balanced Funds
Excerpt from Tom Bradley's blog on August 13, 2007
I’m picking on Claymore Investments again. I don’t have a thing about them, but they’re hard to ignore because they advertise a lot and are releasing a steady stream of new products. They are also an interesting firm in that ...Read More
TD Securities II - Wow, That was a Decision!
Excerpt from Tom Bradley's blog on August 8, 2007
I wrote a piece in March about the TD Bank double ending an investment banking transaction ( TD Securities Does a Double Ender ). The theme of the posting was how free the investment banks are to operate with huge ...Read More
Will Going Public Kill Private Equity?
Excerpt from Tom Bradley's blog on July 23, 2007
The Globe and Mail, Report on Business Published July 21, 2007 My first gig in the investment industry in the early eighties was as a conglomerate analyst at Richardson Greenshields. It was while doing that job I first became sensitive ...Read More
