Top stories
Securities and Exchange trending up

Mutual fund sales rebounded in May, but still lag behind ETFs

Net sales for ETFs were $4 billion, compared to $719 million for mutual funds

  • By: Staff
  • June 24, 2019 June 24, 2019
  • 10:47
loudspeaker

Margaret Franklin to head CFA Institute

The CFA Society Toronto member will be the first woman to lead the institute

  • By: Staff
  • June 24, 2019 June 24, 2019
  • 13:28
HALFPOINT / ISTOCKPHOTO WITH FILES FROM ANNA GRIGORJEVA / 123RF STOCK PHOTO; ICONS: 123RF STOCK PHOTO

Regulators focus on older, vulnerable clients

IIROC publishes a survey, and CSA provides suggested practices

  • By: Staff
  • June 21, 2019 June 21, 2019
  • 12:58
Startup business partners working together in desktop

What engaged HNW clients reveal about advisors

Survey results provide insight on what makes an exceptional advisor

  • By: Staff
  • June 20, 2019 June 20, 2019
  • 12:33
Businessman Working Finance Trading Stock Concept

Why stocks are soaring while bonds tumble

Experts answer questions about recent market developments

Digital World

Manulife announces asset management joint venture in India

Mahindra Finance has more than 5 million customers in India

Lawyer

Desjardins data breach affecting 2.9 million members sparks class action lawsuit

Proposed class action alleges Desjardins was negligent in safeguarding member information

Parliament buildings at sunset

Senate committee urges feds to develop open banking framework

A report called for a registry of third-party providers and an innovation sandbox

  • By: Staff
  • June 21, 2019 June 21, 2019
  • 12:34
Close-up of payment machine buttons with human hand holding plastic card near by

Retail sales edged up 0.1% in April: StatsCan

Wetter-than-normal weather could be the reason for the tepid result

How firms are failing affluent clients

A new report offers ideas to align value with fees

  • By: Staff
  • June 20, 2019 June 20, 2019
  • 13:09
Parliament Hill building closeup in Ottawa, Canada

New Democrats pledge higher taxes on capital gains, corporations and the wealthy

A C.D. Howe report says a "wealth tax" may not be the best way to tackle inequality

NAFTA flags: USA, Canada, Mexico

Good and bad in emerging market debt

Mexico is a bright spot, while there's still reason for caution in Argentina and Turkey

young woman with a tablet

Survey finds millennial dissatisfaction with self-directed investment firms

More than one-quarter of the young cohort are thinking about changing firms, J.D. Power says

  • By: Staff
  • June 19, 2019 June 19, 2019
  • 11:42
Background of Canadian money: 5,10,20,50,100 dollar bills and coins, loonie, toonie, quarter, dime, nickel, penny

How senior clients perceive charitable giving

A survey provides insights

  • By: Staff
  • June 20, 2019 June 24, 2019
  • 14:42
Financial Advisor Assisting Senior Couple

Retirees want more than investment tips from advisors: survey

Plus, how a financial plan impacts a client's retirement outlook

Senate committee urges feds to develop open banking framework

A report called for a registry of third-party providers and an innovation sandbox

  • By: Staff
  • June 21, 2019 June 21, 2019
  • 12:34

Survey finds millennial dissatisfaction with self-directed investment firms

More than one-quarter of the young cohort are thinking about changing firms, J.D. Power says

  • By: Staff
  • June 19, 2019 June 19, 2019
  • 11:42

Do you really know how to express empathy to clients?

Connect with clients more effectively with these tips from STEP Canada