News and resources for Canada's top financial advisors
Est. 1998
Market Insights
High-net-worth investors have changed priorities after the financial meltdown
By Sheila Avari |July 9, 2012
3 min read
Economic Indicators
IIROC says its president and CEO, Susan Wolburgh Jenah, will chair the International Forum for Investor Education (IFIE)—an alliance that promotes higher standards and information sharing in financial and investor education.
By Staff |May 22, 2012
1 min read
Industry
TD Asset Management joins the list of Canadian firms that comply with the CFA Asset Manager Code of Professional Conduct. Others include CIBC Global Asset Management, Mawer Investment Management, Kinsale Private Wealth and GLC Asset Management Group. More than 650 firms in 20 countries have registered. The code outlines ethical and professional responsibilities of firms […]
May 17, 2012
Planning and Advice
New findings in the burgeoning field of Neuroeconomics confirm emotions play a huge role in how people invest. Advisors look for extreme highs and lows in clients’ lives, studies suggest more subtle everyday emotions can also impact investment decisions.
By Lisa Kramer as told to Brynna Leslie |March 22, 2012
Expect 2012 to mark a turnaround in equity markets and for opportunistic investors to reap the rewards. Smart investors will make money.
By Don Reed |December 29, 2011
4 min read
Forget shedding pounds, it’s saving dollars that’s an overriding priority for Canadians pondering a worthy New Year’s resolution, according to a poll from Investors Group. When asked to choose between the two alternatives for a New Year’s resolution, 63% of respondents said saving money was more important than losing weight (27%). Paying down debt and […]
By Vikram Barhat |December 22, 2011
2 min read
For the most part, from a macroeconomic perspective, this week was "more of the same" as investors continued to deal with the ongoing economic uncertainty caused by the ongoing debt problems in Europe. However, there were some economic statistics that were better than expected, but investors remained conservative looking for more positive results in the future before changing their perception of the global economy.
By Gareth Watson |October 24, 2011
5 min read
Here's a shock: international business and political events shook the confidence of Canadian investors in the third quarter.
By Staff |October 20, 2011
Despite economic turbulence and market turmoil, 41% of leading international companies expect to make an acquisition in the next 12 months, according to Ernst & Young's latest Capital confidence barometer, based on a survey of more than 1,000 senior executives around the world.
By Staff |October 3, 2011
So how does one go about getting alpha? The only way is to get off the benchmark and loosen investment constraints such as limits on short selling, portfolio concentration, and types of markets and securities allowed in the portfolio.
By Guy Lalonde |August 18, 2011
6 min read
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