Top stories
Toronto skyline in financial district

ScotiaMcLeod head departs

Rob Djurfeldt is no longer with the firm

Stock Market Data. Candle stick stock market tracking graph.

Why business margins are a key consideration for investors

Focus on fundamentals to overcome short-term reaction to market volatility

man hand with pen and business report. Accounting

The 60-40 portfolio gets a fixed income overhaul

Experts consider the risks as alternatives become the new 40%

hand pulling financial business graph to high growth rate

Global ETF assets reached US$5.57 trillion last month

Flows into fixed income ETFs are up this year

  • By: Staff
  • May 17, 2019 May 17, 2019
  • 11:13

HSBC, Capital Group make fund changes

Changes include fee reductions and tiers

  • By: Staff
  • May 17, 2019 May 17, 2019
  • 11:14
stack of documents or files, overload of paperwork on black background

IIROC delays debt trade reporting change to 2020

The reduced reporting deadline for debt transactions won't take effect until April

  • By: Staff
  • May 17, 2019 May 17, 2019
  • 10:22
Rio De Janeiro, Brazil

Why some emerging markets are rebounding

Economies pummelled in 2018 now offer opportunities


IIROC shows new investigative authority in 2018 enforcement report

Suitability issues remain the top complaint

Edmonton downtown, James Macdonald Bridge and the Saskatchewan River at night

ATB Financial downgrades Alberta’s growth rate to 0.7%

Challenges come from oil and gas sector, labour market

  • By: Staff
  • May 16, 2019 May 16, 2019
  • 14:53
multiracial business meeting in boardroom, sitting at a table

Manulife partners with BEworks to train advisors in behavioural economics

Advisors can fall prey to the same biases as clients

Macro shot of a hand of a businessman signing or writing a document on a sheet of white paper using a nibbed fountain pen.

Fiera to acquire Foresters’ asset management business

The purchase lifts the firm's liability-driven investment AUM to more than $25 billion

Bond indices

Protect against corporate bond risk

Tips for finding opportunities and protecting investors

OSC drops late filing fees for outside business activities

The change will result in more than $700K of savings for registrants

  • By: Staff
  • May 15, 2019 May 15, 2019
  • 14:51
Parliament buildings at sunset

Stock option changes, other budget measures unlikely to proceed before election

A number of financial proposals aren’t included in the Liberals’ implementation bill


Advisor rating site to offer marketing platform

The new site's ratings are based on performance, fees, contact and serving clients' best interests

Canadians want a lifetime income. Why aren’t advisors talking about it?

Many clients see the omission as a reason to change advisors

Managing multiple goals when selling a family business

A case study of a complex process

Addressing the middle-class gap in financial advice

Rather than courting only HNW clients, advisors should look for ways to serve more households