A united voice
PCMA/NEMA merger will streamline both groups’ operations
- By: Fiona Collie
- March 1, 2018 October 31, 2019
- 00:21
Latest news in News
The risks in betting on volatility
A sudden surge in the VIX in early February led to the termination of certain exchange-traded products — and a harsh lesson for many investors
- By: Dwarka Lakhan
- March 1, 2018 October 31, 2019
- 00:19
BCSC grapples with fintech regulation
New consultation paper contemplates the inevitability of increasing automation in the financial advisory business
- By: James Langton
- March 1, 2018 October 31, 2019
- 00:18
Clients care little about funds’ brands
Research found that advisors are far more likely to choose proprietary investment funds for their clients
- By: Rudy Mezzetta
- March 1, 2018 November 9, 2019
- 00:17
Sell-off marks end of bond bull market
Meagre returns in government debt are driving investors into equities, but bonds still serve a key purpose for some clients
- By: Andrew Allentuck
- March 1, 2018 October 31, 2019
- 00:16
Finding common ground on elder abuse
IFIC, FAIR Canada and the CCEL favour empowering firms and advisors to stop suspected financial abuse
- By: James Langton
- March 1, 2018 October 31, 2019
- 00:15
Court case reveals risks in gifting assets
Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk
- By: Patricia Chisholm
- March 1, 2018 October 31, 2019
- 00:14
Newsmaker: An advocate for change
The new head of Women in Capital Markets is well positioned to promote greater equality within the industry
- By: Leah Golob
- March 1, 2018 October 31, 2019
- 00:13
MFDA ramps up enforcement of sales rule
Violations of the rule involve certain incentives programs
- By: James Langton
- February 15, 2018 November 13, 2019
- 00:23
Volatility returns
Investors may reconsider the risks they take on within their RRSPs
- By: Megan Harman
- February 15, 2018 October 31, 2019
- 00:22
Advisors protest
New disclosure rules from CLHIA draw complaints
- By: Dwarka Lakhan
- February 15, 2018 October 31, 2019
- 00:21
Feds urged to act on retirement savings
There are many recommendations for this year's federal budget, but changes to registered plans are front and centre
- By: Rudy Mezzetta
- February 15, 2018 October 31, 2019
- 00:20
Debate on governance proposal
Some groups are against the CSA's proposed easing of rules for determining corporate directors' independence
- By: James Langton
- February 15, 2018 October 31, 2019
- 00:19
Dumas heads Quebec’s Top 25
President of Sun Life Financial Inc.’s Quebec division has been named 2017 Financial Personality of the Year
- By: Catherine Harris
- February 15, 2018 February 4, 2020
- 00:18
The right balance was key for seg funds
Some firms with smaller seg fund families - especially RBC, Sun Life and Co-operators - outperformed in 2017
- By: Catherine Harris
- February 15, 2018 October 31, 2019
- 00:17
Fee cutting accelerates
Recent reductions by major mutual fund firms range from 5 bps to 55 bps
- By: Megan Harman
- February 5, 2018 October 31, 2019
- 00:24
A major transition
Many MFDA-licensed advisors are taking another look at IIROC
- By: Fiona Collie
- February 5, 2018 October 31, 2019
- 00:23
SROs focus on key issues
Are firms shifting clients into lower-cost funds as appropriate?
- By: James Langton
- February 5, 2018 November 5, 2019
- 00:22
Explaining RRSPs and TFSAs is key
Canadians who work with an advisor are much more likely to take advantage of tax-registered plans such as RRSPs and TFSAs
- By: Rudy Mezzetta
- February 5, 2018 November 9, 2019
- 00:21
Stock-pickers had a hit-or-miss 2017
Several key factors affected the relative returns of some mutual fund families
- By: Catherine Harris
- February 5, 2018 October 31, 2019
- 00:20
Outlook 2018: Bright year ahead for industry
But economic issues and sector-specific challenges remain
- By: James Langton
- January 15, 2018 October 31, 2019
- 00:25
Newsmaker: A commitment to the profession
Jim Virtue wants financial advice to be a profession and for Advocis to be at the heart of that profession
- By: Megan Harman
- January 15, 2018 October 31, 2019
- 00:24
Jury’s out on bitcoin
Investors and advisors should go “beyond the headlines and the hype”
- By: Fiona Collie
- January 15, 2018 November 5, 2019
- 00:23
Seg funds targeted
New disclosure for seg funds to be aligned with mutual funds’ rules?
- By: Dwarka Lakhan
- January 15, 2018 October 31, 2019
- 00:22
Capacity is crucial for will preparation
Court ruling shows the need for independent professional advice in cases in which a client's mental state is questionable
- By: Patricia Chisholm
- January 15, 2018 October 31, 2019
- 00:20