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Clients with fee-based accounts holding investments with embedded trailer fees were overcharged. The bank has a plan to pay it all back.

Water drop making a ripple on the surface

Love them or leave them, alternative investments will soon be available to all investors

The winner of the debate may surprise you.

Do your clients want to make a social impact when they invest? Knowing the answer to that question may be part of your KYC obligations if CSA’s proposed targeted reforms are approved. Regardless, clients who care about responsible investing may be interested in impact investing. In addition to a financial return, impact investing is meant […]

  • By: Staff
  • October 17, 2016 August 21, 2018
  • 00:00

Your clients probably haven’t heard about responsible investing (RI), but if they do, about two-thirds of them will act on that knowledge. RI is any investment strategy that offers both financial return and the opportunity to have a positive impact on communities and the environment. Read: Domestic RI portfolios: Are they viable? According to a […]

  • By: Staff
  • October 13, 2016 August 21, 2018
  • 00:00

Canada's private sector, in our view, is essentially tapped out.

  • By: Staff
  • October 12, 2016 August 21, 2018
  • 11:04

The fund seeks to achieve long-term capital growth by investing globally in investments that can benefit from rapidly aging populations.

  • By: Staff
  • October 12, 2016 August 21, 2018
  • 09:31

Thalmic Labs raised the second biggest funding round in domestic startup history. So where were all the Canadian venture capital funds?

They're synthetic ETFs.

  • By: Staff
  • September 21, 2016 August 21, 2018
  • 10:55

More Canadians are skeptical about investing in a home.

  • By: Staff
  • September 15, 2016 August 21, 2018
  • 08:15