
Lifting the veil on RI screening
There is wide variation when it comes to how managers choose RI investments
There is wide variation when it comes to how managers choose RI investments
Environmental, social and governance issues are the three pillars of responsible investing
Learn the background behind a concept that is much more than a passing trend
This event is now available for complimentary viewing across Canada via our Virtual Conference
Long gone are the days when mutual funds and ETFs were two solitudes. Having both products has proven to be a winning strategy
The projections for mutual fund returns in the next several years are modest at best
The CSA is focused on introducing greater investor-protection rules while planning to eliminate some of the unnecessary rules and requirements mutual funds face
Multinational companies with significant operations in emerging markets provide a safer alternative to the stocks of local companies
Solid economic growth and the recently negotiated U.S./Mexico/Canada Agreement for trade are points of strength, but the large deficit doesn't give Ottawa much room to…
Although the new "tax on split income" rules target adult children and spouses of business owners, there are exceptions that permit income splitting under certain…
Senate committee's recommendations would increase enrolment and make accessing funds easier for planholders
The CRA is increasing efforts to collect taxes due on assets held offshore. Clients who fail to comply could face hefty penalties
The CRA revised its voluntary disclosure program, which may deter some taxpayers from coming forward. Applications to the program are down significantly since the changes…
The CRA is targeting advisors who appear to be engaging in high-frequency trading and day trading to boost their TFSA earnings. Some advisors say the…
Beginning in 2021, most family trusts will be required to file tax returns with the CRA even if those trusts don't earn income or make…
With various provincial elections slated for next year and uncertainty surrounding the introduction of a federal carbon tax, there were not many tax changes implemented…
There are several tax-planning strategies that you and your clients should consider - from crystallizing capital gains and losses to maximizing charitable donations and TFSAs…
Investing in bonds to take shelter from the potential tumble in stock prices also carries great risk
If you’ve shifted to passive investing, here are ideas to create advisory value for clients
Sovereign and corporate emerging-market bonds carry greater risk, but offer potential for significant pick-up in yield to bonds from developed markets
Find out what research presented at the ETF Summit reveals
Experts describe how they use the funds
Bond investors are giving up a lot of yield by taking on government bonds to avoid the potential default in corporate bonds
In spite of their periodic ups and downs, emerging markets have trended higher over time, providing long-term investors with greater risk-adjusted returns than developed markets
Demographic trends, a rising middle class and increasing domestic consumption are among the factors that make emerging market increasingly attractive to investors