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New association promises to elevate the standards of financial planning

Members of the Financial Planning Association of Canada must adhere to charter principles

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How to position portfolios as an uncertain 2020 draws near

A UBS outlook report provides insights for investors

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Global ETF assets hit $6T

Assets increased by $840B this year, finds research from EPFR

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Fee disclosure cases account for jump in SEC enforcement

SEC also enjoyed a record level of co-operation in its enforcement efforts

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72% say retirement isn’t what they expected

The latest Sun Life Barometer also found that working Canadians are worried about a comfortable retirement

  • By: Staff
  • November 19, 2019 November 19, 2019
  • 14:03
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Firm sanctioned for closet indexing

Retail investors were allegedly charged for active management they did not receive

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Survey finds physicians are stressed about finances

More than half of respondents said they had no prior knowledge of money management

Sightseeing Binoculars Overlooking Ocean From Up High

2020 outlook stable for banks, says Fitch

Weaker financial performance expected next year, however

  • By: Staff
  • November 20, 2019 November 20, 2019
  • 10:56

Fitting alternatives into a 60-40 portfolio

A Richardson GMP report groups the various strategies based on their impact

flying

Inflation held steady in October, StatCan reports

The CPI rose 1.9%, in line with expectations

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Guardian Capital announces new head of retail asset management

Barry Gordon brings more than 20 years of experience to the role

  • By: Staff
  • November 19, 2019 November 19, 2019
  • 13:35
Stacking cubes

iA Financial introduces new segregated funds

New additions include two U.S. equity funds and three specialty funds

  • By: Staff
  • November 19, 2019 November 19, 2019
  • 13:44
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More markets dipping their toes into open banking: report

But innovation comes with risks, the Basel Committee warns

Toronto skyline in financial district

Preserving capital amid uncertainty

Looking at Canadian banks

Glowing light bulb on wooden wall with drawing charts and

More markets dipping their toes into open banking: report

But innovation comes with risks, the Basel Committee warns

Exploring your client’s economic pessimism

Canadians expect poor economic conditions ahead, and say raises have had little impact

Tips to serve clients both young and old

Millennials, seniors and creative planning were discussed at the Advocis symposium

Moodys Tax partners with AI firm to offer TOSI tool

The tax on split income rules are viewed as highly complex

  • By: Staff
  • November 12, 2019 November 8, 2019
  • 09:01