Steven Lamb and Scot Blythe

Decorative pattern

IDA weighs in on hedge funds, referrals

(May 27, 2005) Investment dealers and their firms are responsible for the suitability of their clients’ investments, even if the product in question is exempt from regulatory oversight, according to an IDA report entitled Regulatory Analysis of Hedge Funds. “The complexities of many hedge fund products make assessment of their suitability difficult,” the report says. […]

By Steven Lamb and Scot Blythe | May 27, 2005

5 min read

More Columnists

Ben Felix

Planning and Advice

What is a safe withdrawal rate in retirement?

November 28, 2023|4 min read

Coreen Sol

Why less is more when it comes to investment decisions

October 25, 2023|3 min read

Sam Sivarajan

How our five brains affect financial advice

October 23, 2023|3 min read

Should advisors be afraid of AI?

September 11, 2023|3 min read

Catherine Hung

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read

Bare trusts: Is your client prepared for increased tax filings?

July 31, 2023|5 min read

Matt Trotta

RRSPs and estate administration

November 15, 2023|6 min read

RESPs and blended families

August 30, 2023|5 min read

Mark Rosen

Some energy firms are quietly separating their ESG businesses

September 15, 2023|3 min read

Beware the Canadian corporate champion

June 20, 2023|3 min read