Looking for global connections
Portfolio managers give a nod to export-oriented South Korea-based consumer-products firms
- By: Beatrice Paez
- January 15, 2017 November 9, 2019
- 00:45
Latest news in Special Reports
Taking shelter as the bear takes over
Rising interest rates spell the end of the three-decade bond bull market. Now, protecting income and avoiding capital loss is the essential strategy
- By: Andrew Allentuck
- January 15, 2017 November 9, 2019
- 00:45
Tech sector holds promise in 2017
Stocks of high-technology companies are particularly exposed to changing winds in U.S. trade policy, but some ripe investment opportunities can be found in the coming…
- By: Danny Bradbury
- January 15, 2017 November 9, 2019
- 00:45
Despite a strong start to 2017, questions remain
Optimism is high that tax cuts, public spending and less regulation will prime the U.S. economy's pump. But with U.S. employment and debt already high,…
- By: Catherine Harris
- January 15, 2017 November 9, 2019
- 00:45
Consumption patterns on the upswing
As economic growth continues to improve around the globe, the consumer discretionary category is likely to present an expanded range of opportunities, with retail revenue…
- By: Megan Harman
- January 15, 2017 November 9, 2019
- 00:45
IFIC, Advocis push back against potential embedded commissions ban
But PMAC stands behind the CSA’s concerns with these compensation arrangements and says regulators are “taking a bold step forward”
- By: James Langton
- January 11, 2017 November 9, 2019
- 14:30
CSA launches consultation on banning embedded commissions
Although regulators have yet to make a decision on the matter, they’re formally considering whether to mandate a “direct pay” structure
- By: James Langton
- January 10, 2017 November 9, 2019
- 11:00
IFIC calls on the CSA to reconsider potential embedded commissions ban
The association notes that the CSA’s and the self-regulatory organizations’ rules already address compensation-related conflicts of interest
- By: Jade Hemeon
- January 5, 2017 November 9, 2019
- 12:30
Many investors in the dark about fees
And less than half of Canadian investors say their advisor is trustworthy and honest
- By: Tessie Sanci
- December 22, 2016 November 9, 2019
- 00:55
CSA delays release of paper on reforms to mutual fund fees
The regulators will now release the paper on Jan. 10, 2017, which will go then go out for a longer than usual comment period of…
- By: James Langton
- December 15, 2016 November 9, 2019
- 12:30
Global equities: Managers discuss investment ideas in industrials, technology and consumer sectors
Part three of a global equity roundtable
- By: Sonita Horvitch
- December 13, 2016 November 9, 2019
- 14:30
Managers find value in U.S. banks, but clash on energy stocks
Part two of global equity roundtable
- By: Sonita Horvitch
- December 7, 2016 November 9, 2019
- 18:30
Global equities: Brace for slow growth, rising rates and political uncertainty
In the first instalment of a three-part global equity roundtable, three mutual fund managers explain how they’re positioning their portfolios for potentially stormy market conditions…
- By: Sonita Horvitch
- December 5, 2016 November 9, 2019
- 15:25
Mutual funds remain product of choice
High-income individuals and their advisors also prefer mutual funds to stocks, seg funds or ETFs
- By: Tessie Sanci
- November 25, 2016 November 9, 2019
- 00:50
Unbundling commissions would limit middle-class retirement savings
Pierre Lortie, senior business advisor, Dentons Canada LLP, says evidence suggests retail investors will resist paying upfront fees for advice, leaving them at risk of…
- By: Pierre Lortie
- November 17, 2016 November 9, 2019
- 14:45
U.K. regulations caused advisor exodus and advice gap
Bhupinder Anand, managing director, Anand Associates, discusses his perspective on the aftermath of the U.K.’s 2013 Retail Distribution Review, which caused an exodus of investment…
- By: Bhupinder Anand
- November 15, 2016 November 9, 2019
- 12:45
Clients need to make voices heard if SRO for advisors is to become a reality
Although the provinces have not moved yet on the effort to see the creation of an SRO for advisors, clients could help tip the scale…
- By: Tessie Sanci
- November 15, 2016 November 9, 2019
- 10:45
Insurance advisors must get ready for greater regulation
The creation of an FSRA in Ontario and the rapid pace of regulatory change occurring on the investment side of the business has big implications…
- By: Megan Harman
- November 15, 2016 November 9, 2019
- 07:30
In life, there are some guarantees
A question frequently asked by clients who face imminent retirement is: “Will my money last?” A proper response from a financial advisor requires examining several…
- By: Susan Yellin
- November 11, 2016 November 9, 2019
- 00:50
Tax rules for annuities are changing
The newly updated mortality tables mean that the taxable portion of annuity payouts will increase for many clients. However, annuities purchased before the end of…
- By: Megan Harman
- November 11, 2016 November 9, 2019
- 00:50
A tall order: Finding income
Some top advisors explain how they are navigating the difficult, sometimes delicate task of persuading older clients to reduce expectations while finding low-risk ways to…
- By: Paul Brent
- November 11, 2016 November 9, 2019
- 00:50
Reducing uncertainty with SWPs
Retirees with comfortable nest eggs held outside of registered funds may want to consider setting up a systemic withdrawal plan, which allows the client to…
- By: Jade Hemeon
- November 11, 2016 November 9, 2019
- 00:50
Don’t forget the goal: Good living
Playing the low-rate gameThe irony for many disciplined savers is that after a lifetime of nurturing their nest eggs, they may find spending in retirement…
- By: Jade Hemeon
- November 11, 2016 November 9, 2019
- 00:50
Deferring government benefits
Clients who put off receiving CPP and OAS payments can reduce their longevity risk. These clients will need other sources of income to bridge the…
- By: Rudy Mezzetta
- November 11, 2016 November 9, 2019
- 00:50
What’s the right amount of cash?
Advisors suggest clients' portfolios should hold two to three years' worth of withdrawals in liquid or guaranteed investments. Opinions vary on the percentage of the…
- By: Catherine Harris
- November 11, 2016 November 9, 2019
- 00:50