Managing Editor Melissa Shin reports live from the 4th Annual CFA Day in Vancouver, British Columbia on June 9th. The keynote speaker at the event will be former Chief Economist and Managing Director of CIBC World Markets, author and media personality, Jeff Rubin. To read and follow Melissa’s coverage, bookmark and revisit this page. And […]
Financial Group News Editor Steven Lamb reports live from the CFA Annual Conference in Edinburgh, Scotland, May 9 – 10. Tuesday, May 10 5:20 GMT: That’s it for my coverage from Edinburgh. I’d like to thank the CFA Institute and its staff for hosting a top notch event, and I look forward to my next […]
Sheila Avari, Web Editor – Canadian Capital, will be reporting live from the 2011 Annual Wealth Management Conference in Toronto, Tuesday, May 3 and Wednesday, May 4, 2011. To stay competitive in a rapidly changing and dynamic environment, wealth managers, advisors and their firms must develop skills and solutions to successfully attract and serve clients. […]
The Toronto CFA Society has named the first recipient of their newest award, the Toronto CFA Society & Hillsdale Canadian Investment Research Award. The honour goes to Dr. Pauline Shum, finance professor at the Schulich School of Business, York University, for her research paper “The Long and Short of Leveraged ETFs: the Financial Crisis and […]
With its three sensationalist slogans, the least we can say is that the new advertising campaign of the Montreal chapter of the CFA hits below the belt: “Quebec gives its poor lots of help, but who takes care of the rich?” “We are investment advisors who are too honest to be famous.” “80% of applicants […]
The CFA Institute has announced the results of the December 2010 sitting of its Chartered Financial Analyst (CFA) Program Level I exam. Of the 46,644 people who took the exam, 36% passed. In Canada, 3,427 wrote the exam, up 5% from 2009. That places Canada behind only United States (10,887), India (5,812), Mainland China (5,646), […]
One of Canada’s top business schools, Rotman Commerce, has become a CFA Program Partner, joining the ranks of 128 institutions around the world. “We are extremely pleased to be recognized as one of the CFA Institute’s global educational partners,” says Professor Kenneth Corts, director of Rotman Commerce and associate dean, Undergraduate Education at the Rotman […]
Canada’s securities regulation regime is in dire need of an overhaul, as individual investors question whether the system is rigged against them, according to the chair of the board of governors of CFA Institute. Speaking to The Canadian Club in Toronto today, Marg Franklin called for the creation of a single national securities regulator in […]
Previous Brieflies this week: | MON | TUE | WED | THU | Mackenzie Financial has named Andrew Massie and Lawrence Chin to lead its Cundill investment division, succeeding Jim Thompson, who is returning to the United States, and will rejoin Southeastern Asset Management, Inc., effective December 1. “I have enjoyed working with the Cundill […]
A touch of Canadiana is now at the CFA. Margaret Franklin, a 20-year veteran of the financial industry and the president, CEO of Kinsale Private Wealth, begins her one-year term today as chair of the Board of Governors of CFA Institute. Franklin was elected in May at CFA Institute’s 63rd Annual Conference in Boston. The […]