Fund managers are rethinking their approach to asset allocation and looking at using more aggressive classes
Silu Modi, VP, digital marketing, Macquarie Private Wealth, explains how to design a leading-edge social media program that successfully addresses IIROC compliance guidelines. He discusses…
“Invest Beyond the Headlines” to visit 28 cities
Majority of plans still face significant solvency deficits
Deal sets the stage for growth in Western Canada
Amar Bidhé, Thomas Schmidheiny Professor at the Fletcher School/Tufts University, says that regulatory changes enacted following the 2008 financial crisis haven’t addressed defects in the…
Exempt market dealer Sophos Capital joins authorized dealer network
There’s a risk that the advisor population will shrink, limiting the availability of advice to Canadians
Survey underlines the importance of making affordable advice accessible to first-time investors
Recent white paper addresses the issues of executive compensation
More than $11 million has been raised through the Equity Through Education program since 2005
This year marks the 50th anniversary of IFIC
Program benefits education providers and CFP professionals
Investors and financial institutions place higher premium on experience, expertise and credentials
Incentives created by allocation formulas are large enough to have a significant impact on average trade size
Transition of referral clients expected to be completed in the fourth quarter
Co-operators plans to develop direct distribution throughout Quebec
Consumer advocate says the changes will drive greater transparency for consumers and, in the longer term, encourage competition
“Gamma” measures the additional retirement income that comes from making better financial planning decisions
Dealers will be able to enter orders on behalf of clients for the first time
Second quarter results were the worst in at least a decade, with total operating profit down almost 60% from the previous quarter
Francesco Bongiovanni, author of "The Decline and Fall of Europe", discusses recent measures taking by the European Central Bank to help Spain, Italy and Greece.…
The financial crisis has led to a breakdown in the “social contract” between clients and financial services firms, says CFA Institute head
Poll reveals Canadian business owners in the start-up-phase are too focused on obstacles beyond their control
Bankers need to have the same high professional standards as doctors and solicitors