Investor – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Tue, 19 Sep 2023 17:54:31 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Investor – Advisor's Edge https://phoenix.advisor.ca 32 32 Amid inflation, Canadians cut costs but not big goals: poll https://phoenix.advisor.ca/news/industry-news/amid-inflation-canadians-cut-costs-but-not-big-goals-poll/ Tue, 19 Sep 2023 17:54:31 +0000 https://www.advisor.ca/?p=230907 Despite concerns about saving, only 13% of respondents recently consulted an advisor

The post Amid inflation, Canadians cut costs but not big goals: poll appeared first on Advisor's Edge.

]]> OSC seeks applications for investor advisory panel https://phoenix.advisor.ca/news/industry-news/osc-seeks-applications-for-investor-advisory-panel-2/ Thu, 18 May 2023 19:23:23 +0000 https://www.advisor.ca/?p=225720 The deadline is June 15

The post OSC seeks applications for investor advisory panel appeared first on Advisor's Edge.

]]> Private markets getting more accessible to public as funds roll out credit options https://phoenix.advisor.ca/news/industry-news/private-markets-getting-more-accessible-to-public-as-funds-roll-out-credit-options/ Thu, 23 Mar 2023 16:26:04 +0000 https://www.advisor.ca/?p=223309 Markets for both private debt and private equity have swelled over the last decade

The post Private markets getting more accessible to public as funds roll out credit options appeared first on Advisor's Edge.

]]> Canadians increasingly concerned about funding retirement: Survey https://phoenix.advisor.ca/news/economic/canadians-increasingly-concerned-about-funding-retirement-survey/ Thu, 02 Mar 2023 13:02:55 +0000 https://www.advisor.ca/?p=222415 Professional advice, financial plan provide significant confidence boost

The post Canadians increasingly concerned about funding retirement: Survey appeared first on Advisor's Edge.

]]> Private equity firms may need ‘untapped’ retail market to grow https://phoenix.advisor.ca/investments/alternative-investments/private-equity-firms-may-need-untapped-retail-market-to-grow/ Tue, 28 Feb 2023 16:58:52 +0000 https://www.advisor.ca/?p=222309 A Bain report looks at private equity's uneasy courtship of individual investors

The post Private equity firms may need ‘untapped’ retail market to grow appeared first on Advisor's Edge.

]]> Ramp-and-dump schemes on the rise, FINRA warns https://phoenix.advisor.ca/news/industry-news/ramp-and-dump-schemes-on-the-rise-finra-warns/ Thu, 17 Nov 2022 18:09:29 +0000 https://www.advisor.ca/?p=216722 SRO sees surge in scams involving foreign-issuer, small-cap IPOs

The post Ramp-and-dump schemes on the rise, FINRA warns appeared first on Advisor's Edge.

]]> Only equities outrank crypto in retail portfolios, Australian research finds https://phoenix.advisor.ca/news/industry-news/only-equities-outrank-crypto-in-retail-portfolios-australian-research-finds/ Thu, 11 Aug 2022 18:43:12 +0000 https://www.advisor.ca/?p=212665 Cryptoassets and FOMO lure retail investors

The post Only equities outrank crypto in retail portfolios, Australian research finds appeared first on Advisor's Edge.

]]> OSC names members of CEO advisory council https://phoenix.advisor.ca/news/industry-news/osc-names-members-of-ceo-advisory-council/ Tue, 19 Jul 2022 16:01:29 +0000 https://www.advisor.ca/?p=211906 Industry leaders will report at least quarterly to CEO Grant Vingoe

The post OSC names members of CEO advisory council appeared first on Advisor's Edge.

]]> CSA names new investor panel https://phoenix.advisor.ca/news/industry-news/csa-names-new-investor-panel/ Thu, 14 Jul 2022 15:20:37 +0000 https://www.advisor.ca/?p=211734 Lawyers, academics named to new advisory group

The post CSA names new investor panel appeared first on Advisor's Edge.

]]> Regulatory reform, innovation top IAP agenda https://phoenix.advisor.ca/news/industry-news/regulatory-reform-innovation-top-iap-agenda/ Thu, 07 Jul 2022 19:16:47 +0000 https://www.advisor.ca/?p=211499 Advocacy group calls for regulators to prioritize investor protection

The post Regulatory reform, innovation top IAP agenda appeared first on Advisor's Edge.

]]>