Financial Planning Standards Council has announced the results of this year's Fellow of FPSC nominations
It ain't easy being active
When modern portfolio theory fails your clients
Expect policy on embedded commissions to be published in early 2018. So said John Mountain, the OSC’s director of investment funds and structured products, at Monday’s roundtable discussion on the proposal to ban embedded fees. Maureen Jensen, OSC chair, specified springtime. Though the roundtable focused on three alternatives to banning embedded fees, Jensen made clear […]
The company currently has more than 40,000 clients in Canada and the U.S., with $1 billion in assets.
Clients and advisors share their thoughts — 50 of them — in a survey sponsored by Mackenzie Investments. More than three-quarters (78%) of investors surveyed say it’s important for advisors to offer products and services from Canadian-owned asset management companies. Just under three-quarters (72%) say it’s important for asset management companies to have unique expertise […]
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These investors want a hybrid solution that should combine tailored advice with self-service tools and resources.
A first-time homebuyer shares her experience, and how it could have been better
Women's needs differ from those of men, says white paper