How are asset managers planning to rebalance their portfolios?
A new survey reveals the investment classes and operational strategies that asset managers intend to adopt
Similar OSC settlements, different reactions
Despite being similar, two settlements that the OSC separately reached with CIBC and CI Investments yielded different results
Should you hold on or let go?
When clients think about leaving their financial advisors, the situation must be handled delicately
Infrastructure spending an opportunity for pension managers
Canadian pension funds, along with other domestic firms, expect benefits from higher federal spending on infrastructure
Are mutual funds about to be revamped?
We spoke to Chief investment Solutions Officer at Fiera Capital, Francois Bourdon, about a proposal that could shake up the mutual funds market
RBC stands by profitable cross-selling strategy
Despite recent outrage over cross-selling, Royal Bank of Canada plans to continue building business using the tactic
OSC invites applicants for Fintech Advisory Committee
The regulator seeks to retain expert support for its newly launched fintech startup support team
IIROC and CDIC partner up to protect consumers
The two organizations have agreed to tighten communications in managing crises related to CDIC member institutions
More than 75% of Canadians miss tax savings opportunities
A CIBC poll shows that Canadians may need support when it comes to tax planning
Why does the average mutual funds investor fail?
Vice President & Portfolio Manager at Dynamic Funds, Jason Gibbs, tells us about his ‘investment stew’ and why the average mutual funds investor doesn’t get close to the market