News and resources for Canada's top financial advisors
Est. 1998
Industry
Despite the explosion of high profile global risks, the appetite for global markets remains strong. In fact, a survey by Franklin Templeton found that demand for global investments will only increase over the coming decade, as investors seek to minimize their exposure to any single economy. At the time of the survey, only 34% of […]
By Staff |March 29, 2011
2 min read
A recent CFA Institute Financial Market Integrity Outlook Survey shows that CFA Institute members in 8 of the 16 largest markets see derivatives as the most serious issue facing global markets. While 23% of global respondents ranked derivatives as most serious, 20% consider financial reporting and market fraud as the most serious issue facing global […]
By Staff |March 8, 2011
Market Insights
Increased confidence in emerging market investments was underlined today by Excel Funds Management’s announcement that it has reduced the investment risk rating for two of its newest funds. Bhim D. Asdhir, president and CEO of Excel Funds Management, explained that the change “recognizes the fact that the ratings of emerging market sovereign and corporate debt […]
By Staff |March 7, 2011
The Canadian marketplace offers a range of opportunities for impressive returns, but there’s little consensus on where those opportunities lie.
By Dean DiSpalatro |March 1, 2011
15 min read
Its late April 2010 and the first details of an explosion at BPs Deepwater Horizon rig in the Gulf of Mexico hits the tape. BP is trading at approximately $60.50.
By Pascal Bancheri |February 23, 2011
3 min read
The Certified General Accountants’ Association of Alberta (CGA Alberta) today launched ‘My Money $ My Future,’ a campaign designed to help high school students make informed and effective decisions in managing their finances. “Canadians need a better understanding of the financial choices available to them and the consequences of those choices,” says John Carpenter, MBA […]
By Staff |February 4, 2011
Clients witnessed risk in action in 2008, but have these lessons lingered?
By Terri Goveia |January 27, 2011
7 min read
Clients witnessed risk in action in 2008, but have these lessons lingered? Risk is a layered concept. Although individual investors—even high net worth clients—acknowledge their balance sheets, do they truly recognize the forces behind them or even their own risk thresholds?
By Terri Goveia |January 26, 2011
8 min read
Planning and Advice
Clients keep cold, hard cash in their do-it-yourself account, says our Ninth Annual Dollars & Sense Study.
By Nancy Turner |January 1, 2011
5 min read
By Terri Goveia |January 1, 2011
14 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.