News and resources for Canada's top financial advisors
Est. 1998
Products
Plus, CI has an asset-allocation suite, and First Trust takes a laddered approach to U.S. equities
By Mark Burgess |May 31, 2023
3 min read
Industry
The breach, which affected clients of InvestorCOM, has compromised information related to Empire Life's seg funds and mutual funds
By Greg Meckbach |May 25, 2023
2 min read
Mutual fund redemptions rose and ETF sales slid, as investors fled equities
By James Langton |May 23, 2023
Evolve is winding up a real estate fund launched last year
By Mark Burgess |May 18, 2023
Investors were misled about fund's trading and holdings, U.S. district court judge says
By James Langton |May 17, 2023
Life
Ahead of the proposed DSC ban for seg funds, a familiar refrain is in play
By Michelle Schriver |May 12, 2023
Tax Strategies
Failure to report foreign-source income can result in high penalties
By Jacqueline Power |May 5, 2023
4 min read
Global sales dropped in the first quarter but Canada was an exception, Morningstar reports
By James Langton |April 25, 2023
Mutual funds recorded $3.4 billion in net redemptions for March but ETF sales held up, IFIC reported
In other fund news, Mackenzie launched a new sustainable fund
By Mark Burgess |April 21, 2023
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