Investor

How 2008 changed wealthy investors

High-net-worth investors have changed priorities after the financial meltdown

By Sheila Avari |July 9, 2012

3 min read

IIROC CEO to chair Investor Education Forum

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

TD adopts CFA conduct code

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

1 min read

Emotional nuances can impact investments

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

3 min read