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 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 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...
Read MoreThere are more jobs than people out of work, something the American economy has never experienced before There are 6.7 million job openings and just 6.4 million available workers to fill them, according to the Bureau of Labor Statistics. April marked the second month in...
Read MoreSurvey reveals top financial fears of seniors One-in-four seniors fear they might run out of money before they die By: Leah Golob / InvestmentExecutive An alarming number of seniors are afraid as to whether they can afford long-term care and stretch their retirement savings, according to a national...
Read MoreMutual fund firms concerned with lack of guidance on promotional spending Following several high-profile administrative penalties for “excessive” spending on promotional activities and non-monetary benefits, there’s little clarity from regulators as to what’s acceptable By: Megan Harman/May 16, 2018 Mutual fund companies are scrambling to ensure their sales practices...
Read MoreProprietary product sales a cause for concern: Canoe CEO Darcy Hulston posits that regulators may eventually crack down on the practice of advisors selling products their firms manufacture By: Megan Harman/Investment Executive The sale of proprietary products in Canada is creating problematic conflicts of interest and driving sales...
Read Morehttps://www.bloomberg.com/news/live-blog/2018-02-05/asia-markets-open-after-u-s-stocks-plunge ...
Read MoreThe Bank of Canada today increased its target for the overnight rate to 1 1/4 per cent. The Bank Rate is correspondingly 1 1/2 per cent and the deposit rate is 1 per cent. Recent data have been strong, inflation is close to target, and...
Read MoreThe new robo-advisor platform is available exclusively to advisors and their clients and gives mutual fund-licensed advisors access to ETFs By Fiona Collie | November 28, 2017 06:00 Windsor, Ont.-based Sterling Mutuals Inc. has become the first mutual fund dealer to give its financial advisors access to advisorDuo,...
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