News and resources for Canada's top financial advisors
Est. 1998
Market Insights
As a result, here's how to position U.K. investments
By Staff |October 30, 2017
2 min read
Potential reforms could aim for financial stability over GDP targets
By Staff |October 27, 2017
Industry
The joint Declaration of Institutional Investors on Climate-Related Financial Risks identifies investments in companies that promote energy transition and that have low emissions
By Staff |October 26, 2017
1 min read
Economic Indicators
Portfolio manager shares criteria for sustainable stock picks
By Sarah Cunningham-Scharf |October 26, 2017
More than one-third of millennials surveyed in Alberta invest with advisors (35%), rather than exclusively managing their money online, finds ATB Investor Beat. That result might surprise you, considering ATB also found that the younger generation is more comfortable managing money online (43%) compared to gen X (27%) and boomers (22%). Millennials are also more […]
If you don’t find the Cumming research on mutual fund fees, flows and performance convincing, another mutual fund study has been published by the European Securities and Markets Authority (ESMA). Read: Industry response to embedded commissions ban: IFIC and Advocis The study analyzes mutual fund returns in relation to ongoing fees, one-off charges and inflation, […]
By Staff |October 25, 2017
Unknowns around distribution, supply and the impact of U.S. law on Canadian exchanges remain
By Mark Burgess |October 23, 2017
5 min read
Here’s how portfolio managers are responding
By Katie Keir |October 20, 2017
10 min read
Mass-customizing solutions for your clients
By Mark Yamada |October 20, 2017
4 min read
When share prices increase without justification
By Al and Mark Rosen |October 20, 2017
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