Home Beatrice Paez

Advisors might work to factor in the projected costs for caregiving when drafting clients’ retirement plan, CIBC report suggests

  • May 8, 2017 December 19, 2017
  • 11:20

Vast majority also back a best interest standard

  • May 5, 2017 December 19, 2017
  • 13:15

Paul Wemple has been banned from working with MFDA firms

  • May 5, 2017 March 1, 2019
  • 10:30

John Hinze, who has been with the provincial regulator for the past 16 years, takes over the role

  • May 4, 2017 October 11, 2019
  • 14:30

A new report finds that women- and minority-owned firms in the mutual fund business are slowly increasing their share of AUM

  • May 4, 2017 December 19, 2017
  • 13:40

The international ESG agreement has more than 1,700 signatories from 50 countries

  • May 4, 2017 October 17, 2019
  • 10:00

The first two ETFs will be listed on the TSX on May 30 while two strategic beta ETFs will launch on June 5

  • May 3, 2017 October 17, 2019
  • 10:10

Desjardins Developed ex-USA ex-Canada Multifactor-Controlled Volatility ETF seeks to replicate the performance of a developed markets multifactor-controlled volatility equity index

  • May 3, 2017 October 17, 2019
  • 08:15

An elderly couple in their 60s lost a significant amount of money because the advisor applied a strategy that was inconsistent with the clients’ objectives

  • May 2, 2017 February 28, 2019
  • 16:00

Rise London aims to bring together more than 40 fintech and venture capital firms under one roof

  • May 2, 2017 December 19, 2017
  • 12:45