News and resources for Canada's top financial advisors
Est. 1998
Products
Other funds ready to ride out the "crypto winter"
By Mark Burgess |May 31, 2023
3 min read
Plus, CI has an asset-allocation suite, and First Trust takes a laddered approach to U.S. equities
Industry
Mutual fund redemptions rose and ETF sales slid, as investors fled equities
By James Langton |May 23, 2023
2 min read
Evolve is winding up a real estate fund launched last year
By Mark Burgess |May 18, 2023
OSFI is requiring an interim transition for liquidity measurement by Aug. 1 as the regulator consults on wholesale funding categories
By Mark Burgess |May 15, 2023
The Ontario Securities Commission says Emerge Canada has likely had insufficient working capital since September 2022
By Melissa Shin |May 11, 2023
5 min read
Regulator will examine whether the risks of the fast-growing category are adequately captured
By James Langton |May 10, 2023
Most of the funds are underperforming their category peers
By Melissa Shin |May 8, 2023
4 min read
Tax Strategies
Failure to report foreign-source income can result in high penalties
By Jacqueline Power |May 5, 2023
Market Insights
Cash alternatives and Canadian government bonds benefited from market uncertainty
By Mark Burgess |May 3, 2023
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