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MFDA proposal runs into opposition

The SRO's proposed proficiency standards for financial planners is getting pushback from some in the industry

High performance elusive for seg funds

Volatile market conditions in 2016 made it difficult for many portfolio managers to score home runs

Robo-advisors target the mass affluent

Some of Canada's robo-advisors are adding higher-level services for clients who have amassed significant investible assets

AI is coming to a bank near you

Canadian banks are at the forefront of the global drive to use artificial intelligence in both client-facing and back-office operations

Message to clients: Stay the course

Events may have clients questioning their strategy

Advisors don’t impress young investors

Trustworthiness and honesty are issues for the majority of younger demographic

Swimming against the current

Value manager David Taylor posts top-drawer returns in 2016 by finding downtrodden firms

  • By: Jade Hemeon
  • February 1, 2017 October 30, 2019
  • 00:55

Resources stocks were the story in 2016

Value investing also contributed to solid returns in mutual fund families

Correction

As the result of an editing error, the article headlined Opportunities on the Home Front in the mid-January issue of Investment Executive stated incorrectly that…

  • By: IE Staff
  • February 1, 2017 October 30, 2019
  • 00:00

Gearing for growth on a national scale

Leede Jones Gable expects to continue to add to its footprint, either through more amalgamations or organically

Opening up alternative investment market

Although the industry is in favour of expanding investors' access to alternative investments, investor advocates are opposed

Confusion lingers over TFSAs

Some clients still are unclear about the rules regarding contribution limits, withdrawals and penalties

Many investors in the dark about fees

And less than half of Canadian investors say their advisor is trustworthy and honest

Profit Survey: Big banks post gains

Uncertainties include Trump's promises to tear up trade agreements and household debt that continues to climb

OSC hosts its first “hackathon”

The regulator pulled out all the stops to engage a wide range of contestants from the developer community, ranging from high-school students to a team…

Insurance: Gaps in compliance

FSCO found insufficient adoption of best practices

No relief for RRSP trap

A taxpayer who over-contributed to his RRSP by mistake and gained no benefit from the error has failed to gain relief from the taxes that…

A message from Isabelle Marcoux

“Dear readers, I thank you for your participation in surveys for Investment Executive (IE) and Finance et Investissement (FI). Your answers will help us understand…

Mutual funds remain product of choice

High-income individuals and their advisors also prefer mutual funds to stocks, seg funds or ETFs

Industry braces for a seismic shift

Robo-advisors and blockchain tech will be drivers of change

No-contest provision gets thumbs-up

More than a quarter-billion dollars have been returned to investors as a result of five-year-old enforcement policy

Newsmaker: Taking on the future, building on the past

Guy Cormier must prepare Desjardins Group for change, while maintaining its special character as a co-operative

Firms struggle with cybersecurity

Regulators are guiding investment firms with sound principles, but putting them in place is a challenge

Looking out for the “omas and opas”

This year's IIAC Top Under 40 Award winner was inspired by her grandmother to protect older clients from bad advice

New VC fund focuses on growth of fintech

Portag3 Ventures has three large financial services firms backing it that want to get in on the ground floor of fintech's growth