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Industry News
The Big Bounce-Back?
Jan 8, 2021MOHAMED A. EL-ERIAN Following the 2008 financial crisis, many policymakers failed to focus sufficiently on securing robust, inclusive, and sustainable long-term growth. To avoid repeating this mistake in 2021 as the world emerges from the COVID-19 pandemic, governments must act early and decisively in...
Read MoreMorningstar Quarterly Market Commentary: Q1 Global Market Turmoil in 16 Charts
By Katherine Lynch and Tom Lauricella | 01 Apr 2020 (Morningstar) For global financial markets--as well as just about everything else--the first quarter can be split almost exactly in half: before and after coronavirus. The year began with financial markets weathering the threat of war between the...
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Bank of Canada holds interest rate, warns of drag from global trade tensions By: Andy Blatchford, Canadian Press
10084982 - white piggy bank with change canadian scattered around Central bank also downgraded its global growth forecast to 3% The Bank of Canada is leaving its key interest rate unchanged in an announcement that balances domestic economic improvements with an expanding global slowdown caused by trade...
Read MoreU.S. investors lost twice as much as the S&P last year: DALBAR – IE
New study finds investors dropped 9.42% on the year, compared to the 4.38% lost by the S&P March 25, 2019 A combination of poor market conditions and bad timing caused the average U.S. investor to lose twice as much as the S&P 500 in 2018, according to...
Read MoreFinancial planning becomes critical – Investment Executive
Financial planning becomes critical Firms are making a concerted effort to provide the necessary support and software advisors need, but issues remain By: Anthony Burton Source : Investment Executive With a continued shift toward holistic wealth management on one hand and the rise of low-cost, technology-based competitors on the...
Read MoreCRM2 causing frustration-Investment Executive
CRM2 causing frustration These rules have led to delays, confusion and too much information on clients’ statements Regardless of the distribution channel in which financial advisors ply their trade, there’s unanimity that their firms are not meeting expectations in providing optimal service with their “client account statements” and...
Read MoreThe debate over CRM3-Investment Executive
The debate over CRM3 Growing resistance to the MFDA’s plan to increase disclosure By: James Langton Source : Investment Executive August 24, 2018 THE INVESTMENT INDUSTRY is divided sharply over the prospect of the Mutual Fund Dealers Association of Canada’s (MFDA) latest initiative to expand dis- closure being provided...
Read MoreAsset managers urged to invest for future growth Strong growth in 2017 was market driven By: James Langton
Asset managers urged to invest for future growth Strong growth in 2017 was market driven By: James Langton July 20, 2018 The global asset management industry enjoyed strong growth in 2017 and firms should capitalize on this to invest for future growth, says a new report from...
Read MoreThe biggest challenge advisors may face is managing clients’ emotional reactions-by Leah Golob /IE
The biggest challenge advisors may face is managing clients’ emotional reactions Advisors see a tough road ahead of them in helping clients prepare for financial obstacles By: Leah Golob Higher levels of market volatility, interest rate hikes and possible asset bubbles are all predicted to negatively affect investment...
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