Canada’s investment funds industry can lead in diversity
The result will be greater creativity and resilience
- April 22, 2024 April 22, 2024
- 16:00
The result will be greater creativity and resilience
IFIC’s annual investment funds report provides insights on sales, market effect, investor trends
Total cost reporting, ESG challenges discussed at IFIC conference
Annual IFIC survey uncovers opportunity to improve investor understanding
Several factors, including regulatory enforcement and improved productivity, are driving a surge in adoption
Opportunities and challenges must be weighed
Tech-assisted recommendations can improve client outcomes
An InvestorCOM analysis of KYP outcomes provides positive evidence
In one case, failure to report resulted in an overcontribution penalty
A hypothetical scenario compares dividend investing inside and outside this registered account
Make the most of these tax planning strategies
Before 2023 ends, take advantage of these two planning points
Here are three steps to prove suitability
Mitigate your risk amid potential enforcement delays, CFR audits
Protect your business, reputation and clients by knowing your rights and obligations
Follow these tips to protect your licence and reputation
Primarily using ETFs has helped one advisor to make better investment decisions, but she attributes some success to a powerful non-financial practice
Opinion: Artificial intelligence represents a huge opportunity but must be approached carefully
Opinion: The answer comes down to diversification and liquidity factors
Opinion: The cease-trade order on Emerge ETFs provides a cautionary tale for investors and advisors