Clients need help understanding passive versus active: survey
The quest for lower fees might be confusing the issue
Latest news in Industry News
Ontario won’t go along with federal passive income rules
Fall economic statement also includes pledge to review financial planner and advisor oversight
- By: Staff, with files from The Canadian Press
- November 15, 2018 November 15, 2018
- 15:47
IG Wealth Management to unbundle fees for all clients
Pricing model distinguishes between management and advice costs
- By: Staff
- November 15, 2018 November 15, 2018
- 14:45
Dynamic Funds altering risk ratings of multiple funds
Dozens of funds will be affected
- By: Staff
- November 15, 2018 November 15, 2018
- 13:55
Help clients plan for life breaks: survey
Simple vacations may not be enough
- By: Staff
- November 15, 2018 November 15, 2018
- 13:48
RBC GAM lowers admin fees for bond fund
The adjustment affects five series of the fund
- By: Staff
- November 15, 2018 November 15, 2018
- 11:36
PMAC welcomes new board chair, members
Denys Calvin of Nexus Investment Management was elected chair
- By: Staff
- November 15, 2018 November 15, 2018
- 11:28
TD launches 3 actively managed ETFs
ETFs began trading on Wednesday
- By: Staff
- November 14, 2018 November 14, 2018
- 16:13
Canaccord Genuity reports quarterly profit of $28.9M
Revenue from advisory services grew by 44.2%
- By: Staff
- November 14, 2018 November 14, 2018
- 16:05
The outlook for Canadian natural gas
A look at what's driving near- and long-term prices and demand
- By: Sharon Ho
- November 14, 2018 November 14, 2018
- 16:00
Desjardins Group posts Q3 surplus earnings of $570M
Desjardins Investments said Wednesday that it's closing two funds
- By: Staff
- November 14, 2018 November 14, 2018
- 15:35
IIROC fines TD Waterhouse $140K for inadequate supervision of advisor’s trading
The advisor was already disciplined for not considering clients’ best interests
- By: Staff
- November 14, 2018 November 14, 2018
- 15:07
Three Toronto men charged for illegally trading securities
One was permanently banned from trading or selling securities in 2008
- By: Staff
- November 14, 2018 November 14, 2018
- 14:21
U.S. brokers in spotlight for narrow application of best interest rule
Proposed rule applies only when a broker makes a recommendation
- By: Staff
- November 13, 2018 November 13, 2018
- 16:35
MFDA launches cybersecurity assessment program
The SRO is seeking volunteers
- By: Staff
- November 13, 2018 November 13, 2018
- 16:27
Canadian execs to take break from M&A
A positive economic outlook doesn't mean more deals are coming, an EY survey says
- By: Staff
- November 13, 2018 November 13, 2018
- 13:57
NEI makes changes to fund lineup
Changes include expansion of preferred pricing and series reclassification
- By: Staff
- November 13, 2018 November 13, 2018
- 12:34
Ways to deal with bond market volatility
As U.S. yields have risen, active management has been key
- By: Sharon Ho
- November 12, 2018 November 13, 2018
- 16:00
Advocis urges Alberta to regulate advisors
As in Ontario, a poll finds Albertans support regulation of "financial advisor"
- By: Staff
- November 12, 2018 November 12, 2018
- 14:56
Companies to get pragmatic with digital transformations in 2019
Gains will come from precise—not sweeping—changes, a Forrester report says
- By: Staff
- November 12, 2018 November 12, 2018
- 14:16
AIP Asset Management to terminate 2 funds
Small funds are more difficult to operate, the firm says
- November 12, 2018 November 12, 2018
- 11:52
CPP Fund reports Q2 net return of 0.6%
Foreign currency declines provided a headwind
- By: Staff
- November 9, 2018 November 9, 2018
- 16:41
Fiera Capital reports $1-million profit for third quarter
The firm's AUM rose to $143.5 billion
- November 9, 2018 November 12, 2018
- 15:08
GMP Capital reports $2.9-million profit for third quarter
Richardson GMP also reported strong gains over the period
- By: Staff
- November 9, 2018 November 9, 2018
- 13:50
Supreme Court says national securities regulator plan is constitutional
The high court says the proposed co-operative system “does not improperly fetter'' the sovereignty of legislatures
- By: The Canadian Press
- November 9, 2018 November 9, 2018
- 13:30