In defence of the mutual fund industry
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
- By: Jade Hemeon
- October 25, 2012 October 30, 2019
- 23:00
Latest news in News
Winsoft partners
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…
- By: Fiona Collie
- October 25, 2012 October 30, 2019
- 23:00
Cracks in Canada’s pension system
Private retirement savings are under pressure, including defined-benefit pension plans at many companies
- By: Rudy Mezzetta
- October 25, 2012 October 30, 2019
- 23:00
TD’s new platform
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…
- By: Fiona Collie
- October 25, 2012 October 30, 2019
- 23:00
Youth targeted for financial literacy
Investor Education Fund taking on a new approach
- By: Fiona Collie
- October 25, 2012 October 30, 2019
- 23:00
Class actions on the upswing
The number and size of class actions against public companies is a concern for their stakeholders, including investors
- By: Ann MacAulay
- October 25, 2012 October 30, 2019
- 23:00
Penson transfer
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…
- By: Fiona Collie
- October 25, 2012 October 30, 2019
- 23:00
CRA faces new hurdle pursuing advisors
An important decision from the tax court says the CRA must meet the criminal burden of proof under s. 163.2
- By: Ann MacAulay
- October 25, 2012 October 30, 2019
- 23:00
IIROC takes on U.S. brokers
Regulators getting pushback to their attempts to increase oversight of U.S.-based dealers in Canada having exempt-market registration
- By: James Langton
- October 25, 2012 October 30, 2019
- 23:00
Leveraged investing poses big risks
There's not much data about the state of leveraged investing in Canada, but some figures show troubling signs
- By: James Langton
- October 25, 2012 October 30, 2019
- 23:00
BCSC turns spotlight on two-faced cons
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…
- By: Brian Lewis
- October 25, 2012 October 30, 2019
- 23:00
Progress in corporate governance
The possible regulation of proxy-advice firms is just one aspect of share-holder democracy that’s under regulatory scrutiny. Corporate-governance advocates are finally seeing some progress on…
- By: James Langton
- October 11, 2012 October 30, 2019
- 23:00
Mixed views on proxy advisor regulation
Institutional investors say there is no need for regulatory intervention, but issuers have many concerns with the role of proxy advisors
- By: James Langton
- October 11, 2012 October 30, 2019
- 23:00
Helping clients build new bridges
Lynette Gao has established a thriving practice serving newcomers who need help understanding Canada's system
- By: Dwarka Lakhan
- October 11, 2012 October 30, 2019
- 23:00
CSA changes tack on venture issuers
The new version of a proposed rule supports unique interim financial statements for venture-level firms
- By: James Langton
- October 11, 2012 October 30, 2019
- 23:00
Raising awareness of RESPs
Confusion reigns about the rules of RESPs
- By: Rudy Mezzetta
- October 11, 2012 October 30, 2019
- 23:00
Is pension-splitting fair?
Retired couples under age 65 who have registered pension plans get bigger breaks
- By: Dwarka Lakhan
- October 11, 2012 October 30, 2019
- 23:00
Catching trends but avoiding crowds
Mackenzie's new CIO, Tony Elavia, says protecting against downside risk as investors age will be one of the firm's key goals
- By: Jade Hemeon
- October 11, 2012 October 30, 2019
- 23:00
Offering education, trust and experience
DOUG BIEHN, A CERTIFIED financial planner with Viking Wealth Management Inc. in Humboldt, Sask., is benefiting from a surge of newcomers to his rural community,…
- By: Dwarka Lakhan
- October 11, 2012 October 30, 2019
- 23:00
New resource targets financial literacy
CANADIANS ARE, AT BEST, average students when it comes to money matters, as some recent studies have found. In turn, that worrisome state of affairs…
- By: Paul Brent
- October 11, 2012 October 30, 2019
- 23:00
IAFP aims to help younger advisors
Mentorship program also aims to increase the association's membership, which has been declining
- By: Megan Harman
- October 11, 2012 October 30, 2019
- 23:00
Privacy czar cautions on web “leakage”
IF YOU ARE USING WEBSITES to communicate with clients, you should be paying attention to a recent bulletin from Jennifer Stoddart, the privacy commissioner of…
- By: Ann MacAulay
- October 11, 2012 October 30, 2019
- 23:00
Firms look to social media for growth
Service providers have had to step up their offerings to meet the growing demand from firms that want to leverage social media
- By: Clare O’Hara
- October 11, 2012 October 30, 2019
- 23:00
The evolving Canadian household
Recent national census data point to trends that could affect how financial advisors go about developing their businesses
- By: Fiona Collie
- October 11, 2012 October 30, 2019
- 23:00
Are PRPPs the answer?
The new pension plan format may not fulfil its goal of an overall increase in retirement savings across Canada, say experts
- By: Megan Harman
- September 19, 2012 October 30, 2019
- 23:00