Canadians trust their advisors
However, many investors are less impressed with the financial services industry
- By: Fiona Collie
- January 31, 2013 January 31, 2013
- 16:00
However, many investors are less impressed with the financial services industry
Cambridge, Ont. teen honoured for fundraising efforts for local foodbank
Large and small firms are following the code’s six principles
The biggest retirement concern is running out of money
Results indicate a need for greater disclosure
75% pass rate for FPE1; 74% pass rate for FPE2
Falling fees have forced banks to adjust pricing strategies
Median return for all Canadian DB plans was 9.4%
Two in five Canadians surveyed likely to start their own business in retirement
New guide aims to help investors find their way through the complaints process
Visual presentation incudes personalized messages and tips
Former AMF head to co-chair monitoring committee
Start Up Visa aims to attract entrepreneurial talent that otherwise might not come to Canada
Clients can check if an advisor holds these designations and is in good standing with the Institute
Research finds that more Canadians are managing their portfolios online
Filings related to M&A decline substantially
Each team works with a CFA mentor reviews and critiques their research
Canadians challenged to address children’s education, aging parents and own retirement needs
Online brokerages provide “near immediate” reponses; online banks lag
New committees in Alberta and B.C. complement one in Quebec
LEIs will make it easier to asses risk and oversee firms and markets
Canadians with a plan save more, live well, and are more content
New education tools help advisors make annuities more understandable to consumers
New CICA book offers advice for common financial challenges