Stock-pickers need some volatility
Mutual fund families that used a stock-picking portfolio-management style soared last year
- By: Catherine Harris
- February 12, 2019 October 31, 2019
- 00:15
Latest news in News
Newsmaker: Taking on the bank-owned firms
Wellington-Altus chairman Charlie Spiring is entering a new venture to do what he does best: Create wealth
- By: Rudy Mezzetta
- February 12, 2019 October 31, 2019
- 00:14
Investors make their voices heard
There’s support for the CSA’s proposals, but criticism of regulators
- By: James Langton
- January 21, 2019 October 31, 2019
- 00:19
Uncertainty reigns
Escalation of the U.S./China trade war is the biggest risk
- By: Catherine Harris
- January 21, 2019 October 31, 2019
- 00:18
TFSAs: Setback for the CRA
Tax Court decision may limit the scope of the advantage tax
- By: Rudy Mezzetta
- January 21, 2019 October 31, 2019
- 00:17
Financial firms had strong quarter
Most companies had improved earnings, but slower growth will mean smaller increases in profits
- By: Catherine Harris
- January 21, 2019 October 31, 2019
- 00:16
Newsmaker: A place for independents
The new CEO of PWL is focused on embracing technology and bringing in young advisors to help the firm attract clients
- By: Fiona Collie
- January 21, 2019 October 31, 2019
- 00:15
Millennials at risk of losing out
Gauging Canadian millennials’ knowledge of investing
- By: Leah Golob
- January 21, 2019 October 31, 2019
- 00:14
Fear of risk and volatility persists
The significant market downturn many experienced may have translated into an aversion toward investing
- By: Leah Golob
- January 21, 2019 October 31, 2019
- 00:13
Convergence takes hold
Long gone are the days when mutual funds and ETFs were two solitudes. Having both products has proven to be a winning strategy
- By: Rudy Luukko
- November 27, 2018 November 9, 2019
- 10:00
Taking stock of emotion
Mutual Fund Manager of the Year: Mackenzie portfolio manager Philip Taller focuses on out-of-favour stocks
- By: Jade Hemeon
- November 23, 2018 October 31, 2019
- 00:21
Not yet a done deal
Many hurdles remain for the CMRA before it becomes a reality
- By: James Langton
- November 23, 2018 October 31, 2019
- 00:20
A new message
Richardson GMP’s new focus is on intergenerational wealth transfer
- By: Fiona Collie
- November 23, 2018 October 31, 2019
- 00:19
Crisis accelerated shift in product space
Technology also played a critical role in the proliferation of products such as ETFs during the past 10 years
- By: Fiona Collie
- November 23, 2018 October 31, 2019
- 00:18
Disclosure’s impact on the value of advice
The trend toward fee awareness may be contributing to some investors' growing dissatisfaction with their advisors
- By: Rudy Mezzetta
- November 23, 2018 October 31, 2019
- 00:17
Targeting the causes of “undersaving”
New guidelines recommend how much investors should save for retirement, but there are causes affecting the ability to save
- By: James Langton
- November 23, 2018 October 31, 2019
- 00:16
TFSA making its prominence felt
There is about $233 billion held in TFSAs. The vehicle marks its 10th anniversary next month
- By: Rudy Mezzetta
- November 23, 2018 October 31, 2019
- 00:15
“Crowding out” phenomenon to pick up
The increase in interest rates and government borrowing will lead investors toward higher-quality government bonds
- By: Andrew Allentuck
- November 23, 2018 October 31, 2019
- 00:13
Stuck in neutral
Mutual funds sales slump reflects investors’ risk-averse mentality
- By: Rudy Luukko
- November 13, 2018 November 9, 2019
- 06:00
Skepticism dogs CMRA’s progress
A divided industry awaits SCC ruling on national regulator
- By: James Langton
- November 9, 2018 October 31, 2019
- 00:23
A perfect deal?
Fiera/Canoe deal could be the beginning of a broader relationship
- By: Rudy Mezzetta
- November 9, 2018 October 31, 2019
- 00:22
Canada lagging in sustainable financing
Banks and asset-management firms in this country are failing to keep pace with their global counterparts
- By: James Langton
- November 9, 2018 October 31, 2019
- 00:20
Newsmaker: Award is a win for embracing diversity
Top Under 40 Award winner's dedication to underserved communities is a reflection of where the industry is heading
- By: Fiona Collie
- November 9, 2018 October 31, 2019
- 00:19
CSA reforms get mixed reviews
Investor advocates cite lack of “best interest” standard
- By: James Langton
- October 26, 2018 October 31, 2019
- 00:15
Estate Planning: Strategy challenged
Common strategy’s wording problematic
- By: Rudy Mezzetta
- October 26, 2018 October 31, 2019
- 00:14