Financial checkup: Divorced man needs to start saving
Darren, a 48-year-old divorced father who has no company pension plan and only $200,000 in retirement savings is concerned that he may not have enough…
Darren, a 48-year-old divorced father who has no company pension plan and only $200,000 in retirement savings is concerned that he may not have enough…
The return to standard time on Nov. 4 is a good news/bad news story for many Canadians. We might appreciate the extra hour of sunlight…
Although it's natural to conclude that a child's death would not have a significant financial impact on the lives of his or her parents, there…
A new book by a Chinese-American finance professor imparts China's traditional attitude toward money. Many of the lessons deal with the creation of human capital
Business consultants say tools such as a long-term plan, a client road map and client meeting prototypes can keep you moving toward achieving your goals…
Microsoft's new Windows 8 OS is here, along with a range of hybrid tablet/laptop computers to run it. Get ready for the "post-PC generation," in…
Every year, many canadians move to take a new job – sometimes because it pays more or has better promotion prospects, sometimes as a transfer…
Clients need to know how you're being paid, so don't put off the discussion
It's worthwhile having a group of professionals you can turn to for advice about the growth of your business
It's time to graduate from old-school marketing and embrace the power of the Internet
When an associate expresses an interest in becoming a partner in your practice, avoid becoming too generous with the equity of your business. Consider the…
The large-scale functions that got results 10 or 15 years ago seldom work today. To be successful, client appreciation events must be unique, intimate and…
Bob Owens makes sure clients are prepared - both psychologically and in their portfolios - for the market's ups and downs over the long term.…
Part 1 of a three-part series on exchange-traded fundsIncreasing competition among product manufacturers in the ETF marketplace has led to more products and lower fees
But portfolio managers are concerned that some governments in Europe are not addressing the debt issues they're facing
Toronto-based CIBC Asset Management Inc. has launched new Class F – Premium units on three key funds in its Renaissance Investments-branded fixed-income lineup: Renaissance Corporate…
Toronto-based BMO Investments Inc. has implemented several portfolio-management changes. BMO Asset Management Inc. (BMOAM) will replace the current portfolio manager, Toronto-based UBS Global Asset Management…
Toronto RBC Global Asset Management Inc. has expanded its Target Maturity-branded corporate bond ETF lineup with the introduction of RBC Target 2021 Corporate Bond Index…
Toronto-based Horizons Exchange Traded Funds Inc. and its affiliate, AlphaPro Management Inc., have launched two new exchange-traded funds (ETFs): a core Canadian bond ETF and…
Focus on asset allocation is probably misplaced
REITs have been on a tear since the financial meltdown, but some fund managers say this can't continue
There's not much data about the state of leveraged investing in Canada, but some figures show troubling signs
Despite Canadians' low level of financial sophistication, their confidence in making investment decisions is on the rise
The amount and value of IPOs issued this year are down, but some issuers are waiting on the sidelines
With more Canadians heading to warmer climates, it's crucial they are aware of the laws that affect them
As the new head of IFIC, Glen Gowland wants to let investors know that ups and downs are a predictable part of the investment landscape
Private retirement savings are under pressure, including defined-benefit pension plans at many companies
The number and size of class actions against public companies is a concern for their stakeholders, including investors
An important decision from the tax court says the CRA must meet the criminal burden of proof under s. 163.2
It may seem somewhat ironic, but the global financial crisis of 2008 is, in some cases, boosting the fortunes of the con artists and fraudsters…
The goal of the Global Federation of Insurance Associations is to the push for common regulatory standards worldwide
According to the 11th annual Credit Union Community Involvement Survey, Canadian credit unions’ donations of their time, money and resources increased by 10% in 2011…
Winsoft Software Inc. of Richmond Hill, Ont., and Financial Plan Advantage Ltd. of St. Albert, Alta., have entered into a partnership to create a new…
TD Waterhouse Discount Brokerage, a division of Toronto-based TD Waterhouse Canada Inc., has launched a new streaming, web-based trading platform. The platform will deliver various…
Investor Education Fund taking on a new approach
Toronto-based Fidelity Clearing Canada ULC has announced a referral agreement with Montreal-based Penson Financial Services Canada Inc. The agreement will result in the transition of…
Regulators getting pushback to their attempts to increase oversight of U.S.-based dealers in Canada having exempt-market registration
The urge to purge sometimes comes late. But "better late than never" applies
Many advisors would benefit from serving the growing number of clients who are looking for investments that fit their own values
While we dither over smoking in public places, the worst abuses are in private
Winnipeg's Sam Katz is facing a storm of controversy
Fogo Island, once on the brink of evacuation, is fast-forwarding into the future
With another Trudeau in the arena, almost any outcome is possible
Editorial
Convergis will use a hybrid business model
Western Canada, U.S. are Fiera's key targets
Three investor-focused initiatives are in danger of dissipating
Global markets appear to have hit a ceiling on the upside. And with third-quarter earnings expected to reinforce the position that economic growth is slowing,…
There has been an absence of upgraded credit ratings, while defaults and downgraded credit ratings have persisted
Corporate earnings in the U.S. will rise strongly again next year, analysts say. But how likely is it that this will happen? The consensus from…
Three major U.S. big-box retailers are expecting to see gradual improvement as more Americans get back to work
