CRM2 disclosure is having an impact
CRM2 has raised investors' awareness regarding how much they pay for advice and how financial advisors are paid
CRM2 has raised investors' awareness regarding how much they pay for advice and how financial advisors are paid
Fidelity portfolio manager Mark Schmehl has outperformed consistently
IIROC proposal raises concerns
Hybrid concept could be more appealing than LTC insurance
Some robo-advisors are adding platforms and partnerships to make offering ETFs to clients much easier for mutual fund advisors
After 25 years with an insurance giant, Michael Stanley now oversees day-to-day operations at Sterling Mutuals
As TFSAs surpass RRSPs in popularity, both vehicles have their place in retirement planning
The Competition Bureau's draft report states that fintech firms face issues similar to those of traditional financial services firms
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With the wide variety of software tools available, you can stick with the tried-and-true PowerPoint and Keynote applications, or go with one of the less…
The valuation of a financial advisor's book of business for a divorce settlement must be based on a proven methodology that brings appropriate perspective and…
Here are some steps you can take to raise the level of financial literacy among your clients
The potential in emerging markets outshines that of most Canadian indices. And ETFs make them cheaper to own
While attractive stocks become more and more expensive, slumping sectors such as energy and retail get cheaper and cheaper
Toronto-based Horizons ETFs Management (Canada) Inc. recently launched two more ETFs. Horizons Inovestor Canadian Equity Index ETF follows the Nasdaq Inovestor Canada index. That index…
Toronto-based Sun Life Global Investments (Canada) Inc. has named a new subadvisor for its infrastructure mutual fund. Until further notice, Toronto-based State Street Global Markets…
Toronto-based CI Investments Inc. has received unitholder approval to merge six mutual funds into other CI mutual funds. The announced mergers are: CI Global Managers…
Toronto-based Fidelity Investments Canada ULC recently launched Fidelity Global Innovators Class. This mutual fund invests in innovative and disruptive companies around the world and across…
Incredible numbers continue to emanate from Alberta’s oilpatch. Just days after Calgary-based oilsands giant Suncor Energy Inc. announced that its cash operating costs per barrel…
In a surprise win, Valérie Plante is Montreal's new mayor. Her close attention to spending restraint seemed persuasive for many voters
Production in the two-decade old Sable natural gas field is winding down, with at least two significant closures. The government, however, says the sector has…
Editorial
If embedded commissions are banned, many clients would probably lose access to advice
