News and resources for Canada's top financial advisors
Est. 1998
Industry
The CFA Institute has named Paul Smith as its new president and CEO, effective immediately.
By Staff |January 20, 2015
1 min read
Investment professionals worldwide expect the global economy to grow an average of just 2% in 2015, according to the CFA Institute 2015 Global Market Sentiment Survey.
By Staff |December 16, 2014
4 min read
The CFA Institute has announced that of 26,882 candidates that sat for the Level III CFA exam in June 2014, 54% passed the third and final exam. Pending experience and membership requirements, these successful candidates will become CFA charterholders starting in early October, bringing the number of charterholders worldwide to more than 125,000.
By Staff |August 12, 2014
Forty-three percent of the 45,693 candidates who took the CFA Level I exam in December 2013 have passed, according to the CFA Institute.
By Staff |January 29, 2014
Sue Lemon has been appointed chief executive officer of the Toronto CFA Society, the organization’s board of directors announced today.
By Staff |January 7, 2014
Investment professionals worldwide report greater optimism over economic prospects for the coming year, but do not express confidence that the integrity of capital markets is improving, according to the CFA Institute’s 2014 Global Market Sentiment Survey.
By Staff |December 12, 2013
Although financial services executives overwhelmingly recognise the importance of ethical behaviour in the industry, there is still a significant gap between that belief and the industry’s practices, according to a study released today by the Economist Intelligence Unit and sponsored by CFA Institute.
By Staff |November 25, 2013
2 min read
Economic Indicators
Expect slow economic growth for the next four to five years, says economist A. Gary Shilling.
By Jessica Bruno |October 3, 2013
Investors worldwide have little trust in the investment profession and believe there is much that can be done to restore trust, according to the CFA Institute/Edelman Investor Trust Study.
By Staff |August 14, 2013
Planning and Advice
I recently talked with a small-business owner who stunned me with his impression of financial advisors.
By Dean DiSpalatro |July 31, 2013
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