Rising interest rates threaten bond prices
How to adjust credit quality and term to preserve yield in a landscape of rising credit costs and stable inflation
- By: Andrew Allentuck
- October 27, 2017 October 31, 2019
- 00:55
Latest news in News
Advisor’s new role: Coach
Managing investor behaviour is an advisor's best bet to help clients maximize returns and grow their own business
- By: Jade Hemeon
- October 27, 2017 October 31, 2019
- 00:55
Finance Canada eyes legislative reform
Feds are soliciting comments about potential changes regarding technological change and other issues
- By: James Langton
- October 27, 2017 October 31, 2019
- 00:55
Robo-advisors target niche clienteles
Some of these emerging fintech firms now focus on serving specific markets in an effort to stand out from their peers
- By: Fiona Collie
- October 27, 2017 October 31, 2019
- 00:55
Discussing wills has many benefits
Clients who have a will report greater satisfaction with their advisors
- By: Rudy Mezzetta
- October 27, 2017 November 9, 2019
- 00:50
The wealthy’s trust in advisors grows
HNW clients' increasing wealth provides more opportunities for financial advisors and their firms
- By: Leah Golob
- October 13, 2017 October 31, 2019
- 00:55
Wealthsimple establishes U.K. presence
The firm is the first Canadian robo-advisor to set up shop outside this country, having launched in the U.S. earlier this year
- By: Fiona Collie
- October 13, 2017 October 31, 2019
- 00:55
CMRA “not ready for prime time”
A paper from the C.D. Howe Institute states the proposed national securities regulator could be a step backward
- By: James Langton
- October 13, 2017 October 31, 2019
- 00:55
Vencap group targets financial services
Diagram is open to business-to-business ideas that can help advisors and their firms in their daily operations
- By: Fiona Collie
- October 13, 2017 October 31, 2019
- 00:55
Newsmaker: Getting ahead of the regulators
The new head of the CLHIA is focused on instigating change rather than scrambling to comply with new regulations
- By: Megan Harman
- October 13, 2017 October 31, 2019
- 00:55
Doubling down on smart beta
First Asset's AUM is surging as new president Rohit Mehta pushes for an edge by focusing on factor-based ETFs
- By: Jade Hemeon
- October 13, 2017 October 31, 2019
- 00:55
Newsmaker: ETF pioneer takes the helm at CETFA
The increasing variety in ETF products means they can be used for broad or specific market allocations
- By: Jade Hemeon
- September 21, 2017 October 31, 2019
- 23:55
Canada’s positives attracting bond investors
With the U.S. facing headwinds and with rising rates and growth at home, Canada is the sweet spot for debt markets
- By: Andrew Allentuck
- September 21, 2017 October 31, 2019
- 23:55
“Predatory” marriage nullified
In a first for B.C., a court has invalidated the marriage of a woman with dementia and the will that benefited her husband
- By: donalee Moulton
- September 21, 2017 October 31, 2019
- 23:55
Ontario makes improvements to ODSP
Recent changes in cutoff limits for assets held by those receiving ODSP benefits will permit more sources of support for recipients
- By: Fiona Collie
- September 21, 2017 October 31, 2019
- 23:55
Bank survey holds lessons for advisors
Although there's a high level of trust in banks, clients also say that they don't like feeling sales pressure from bank employees
- By: Paul Brent
- September 21, 2017 October 31, 2019
- 23:55
Purpose/LOGiQ deal a “good fit”
LOGiQ's exit from the retail business is a result of its inability to become competitive by building scale
- By: Dwarka Lakhan
- September 21, 2017 October 31, 2019
- 23:55
Sun Life’s emerging-markets play
The insurance giant's purchase of Excel Funds represents an "entryway" to the emerging markets asset class
- By: Jade Hemeon
- September 21, 2017 October 31, 2019
- 23:55
Proposed derivatives rules criticized
Industry groups state the CSA's efforts to tighten conduct rules for derivatives dealers duplicate existing regulations
- By: James Langton
- September 21, 2017 October 31, 2019
- 23:55
Advisors boost client confidence
Retirement-focused clients who have an advisor are more optimistic about reaching their financial goals
- By: Rudy Mezzetta
- September 21, 2017 November 9, 2019
- 23:55
Sprott offshoot forging its own path
SPR is in the process of developing a new corporate name and product lineup, and hiring new portfolio managers
- By: Jade Hemeon
- September 21, 2017 October 31, 2019
- 23:55
Digitizing the insurance process
Moving the insurance industry from paper to digitized systems has been a long and challenging campaign
- By: Megan Harman
- September 21, 2017 October 31, 2019
- 23:55
CI makes strategic tech acquisition
The firm anticipates the purchase of BBS Securities will help build out CI's technology platforms across various business channels
- By: Fiona Collie
- September 21, 2017 October 31, 2019
- 23:55
Corporate bonds face big liquidity issues
Trading corporate bonds is becoming tougher as banks back away from trading non-government debt. If "sell" sentiment rises rapidly for this type of debt, could…
- By: Andrew Allentuck
- August 24, 2017 October 31, 2019
- 23:55