Canadian Securities Institute updates competency profile for planners
The new profile drives requirements for education, experience, and exam coverage
Goldman Sachs biggest loser in global mutual fund sales
The firm’s asset-management arm is buckling as passives apply industry-wide pressure
Morning Briefing: Markets mixed with Yellen, earnings in focus
Markets mixed with Yellen, earnings in focus... Investment in electricity has surpassed oil, gas for first time...
Daily Wrap-Up: Commodities rebound to push TSX higher
Commodities rebound to push TSX higher... CIBC acquires Chicago-based wealth manager... Unlock real estate assets Hudson’s Bay activists tell retailer...
When it’s time to put your foot down
For clients who are a bad fit, being upfront is the painful but right thing to do
How much AUM does a hedge fund need to profit?
Not that much, one study of small and emerging managers has found
Morning Briefing: Markets gain following US data, G20
Markets gain following US data, G20... Wells Fargo could be about to settle fake accounts case for U$142m...
Daily Wrap-Up: Markets weigh interest rate hikes
Markets weigh interest rate hikes... Canada added 45,000 jobs, CIBC economist predicts rate rise July 12...
Why the passive approach isn’t perfect
Recent policies writing off active management may be based on flawed premises
As oil prices stay flat, producers call for action
A Canadian industry group is calling for more urgency from government officials