Career

No fiduciary standard needed in Canada

In the wake of numerous instances of financial fraud in North America, there has been increased focus on the duties and obligations owed by investment professionals to their clients. In the U.S. and elsewhere, regulators are proposing changes that would impose a fiduciary standard on those entrusted with managing investor funds.

By David Di Paolo, Kara Beitel |May 12, 2011

4 min read

Which tablet is right for you?

2011 is going to be the Year of the Tablet. What does that mean to you and me? Personally, I thought 2009 was the Year of the Tablet. It was for me personally because that was the year I bought my Fuji tablet notebook which by the way, I still love and use almost every day.

By Kevin Cork |May 9, 2011

9 min read

Expert to fund dealers: Get back in the race

As an industry, mutual fund dealers got distracted somewhere in the last few years, so it's time now to get back to basics starting with financial planning.

By Vikram Barhat |May 9, 2011

3 min read

CFA Conference coverage

Financial Group News Editor Steven Lamb reports live from the CFA Annual Conference in Edinburgh, Scotland, May 9 – 10. Tuesday, May 10 5:20 GMT: That’s it for my coverage from Edinburgh. I’d like to thank the CFA Institute and its staff for hosting a top notch event, and I look forward to my next […]

By Staff |May 6, 2011

22 min read