Rebranded Portfolio Management Association of Canada calls on governments to synchronize their efforts
The pre-budget submissions for 2011 tackle RRSPs, employer-based savings plans and the tax treatment of some financial products
Financial services industry must address the issues with self regulation proactively, Waitzer says
ICAC releases investment firm selection checklist
Much more cooperation among world securities regulators
“Opt-in” approach would provide national consistency in regulation, enhanced enforcement, lower regulatory costs
Discussing a client’s long-term objectives helps shift the focus and fosters stronger relationships
Advisors should be wary of the prospect of a more protectionist global financial system
20% of firms expected to report negative margins in 2008
Global growth could fall below 1% if demand continues to fall, Drummond warns