Investments

Industry

CIRO details suspended firm’s capital troubles

Gravitas Securities suspended after repeated shortfalls, failure to file financials

By James Langton |June 22, 2023

2 min read

Industry

Moody’s calls Franklin, Great-West deal a win-win

Rating agency says strategic partnership has attractive benefits for all players

By James Langton |June 7, 2023

2 min read

Market Insights

Value investing is back. Here’s how to profit from the regime change

Amid tighter monetary policy, portfolio managers discuss their strategies

By Michelle Schriver |June 2, 2023

5 min read

Economic Indicators

Financial stability still shaky: ECB

Markets, investment funds remain vulnerable to rising stress

By James Langton |May 31, 2023

2 min read

Industry

Fund managers’ valuation practices need help: ESMA

Review found weakness in firms' valuation processes, procedures

By James Langton |May 24, 2023

2 min read

Industry

European regulators recommend action on investment fund costs

European Securities and Markets Authority seeks to curb investors' fund costs

By James Langton |May 17, 2023

1 min read

Life

Participating whole life: What it can and can’t accomplish

Advisors should “show a less rosy picture” than the DSIR

By Greg Meckbach |April 28, 2023

3 min read

Products

March goes out like a lion for mutual funds

Mutual funds recorded $3.4 billion in net redemptions for March but ETF sales held up, IFIC reported

By James Langton |April 25, 2023

2 min read

Advisor's Edge

The real costs of covered-call strategies

Is the latest ETF craze too good to be true?

By Mark Yamada |April 5, 2023

3 min read

Advisor's Edge

Client Confidential: Bruce Eccles

A retired entrepreneur talks portfolio mechanics

By Allan Janssen |March 31, 2023

3 min read

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