News and resources for Canada's top financial advisors
Est. 1998
Industry
The string of recent news concerning faltering global companies—such as Barclays and JPMorgan Chase—indicates a need to change the corporate culture perpetuated by some professional boards, says a new report from the CFA Institute called Visionary Board Leadership: Stewardship for the Long Term. Rather than focusing on short-term goals, says the CFA, publicly traded companies […]
By Staff |July 12, 2012
1 min read
As risk aversion continues to haunt equity markets, corporate credit risk looks reasonably good. Despite deleveraging and a prolonged economic decline that threatens to take down some companies investing in corporate bonds might be a worthwhile alternative to equities.
By Vikram Barhat |May 31, 2012
3 min read
Economic Indicators
The CFA program requires all charterholders practice the highest level of professional and ethical standards when dealing with clients, says Margaret Franklin, CFA. Investors and clients are in distress, and need to trust their advisors.
May 29, 2012
2 min read
John D. Rogers, president and CEO of the CFA Institute, issued a call to action today to the global investment community at the CFA’s 65th Annual Conference in Chicago. Rogers wants advisors and money managers to take responsibility and restore investor trust.
May 7, 2012
The University of Waterloo has won the local level of the CFA Institute Research Challenge, a global competition that tests the analytic, valuation, report-writing and presentation skills of university students.
March 12, 2012
As market volatility continues to shake investor confidence and the industry strives to rebuild trust, an increasing number of investment professionals still seek the gold standard of CFA charter.
January 24, 2012
Canadian CFAs say the Maple Group bid for TMX Group will result in a monopoly, which could adversely affect Canadian investors.
By Melissa Shin |November 24, 2011
If there is one upside to the European sovereign debt crisis, it may be that it allows the U.S. to look quite good in comparison. A "there but by the Grace of God" sense was in full display among the speakers at the recent CFA Institute Conference in Boston, Mass.
By Vikram Barhat |October 20, 2011
Investing in emerging markets is inherently risky, but foregoing the opportunity they present could be even riskier, especially at a time when growth in the developed world has been falling, floundering and flat-lining.
By Vikram Barhat |October 14, 2011
Managing editor Melissa Shin reports live from the the Calgary CFA Society's 2011 Wealth Management Conference from Tuesday, September 21 to Wednesday, September 22.
By Staff |September 21, 2011
51 min read
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