Unsuitable recommendations for seniors highlighted in enforcement decision
How a leveraged ETF works
Most advisors avoid leveraged products and strategies, and there are two main reasons.
Advisors may have the ability to offer clients direct online investing in mortgages within five years. That’s the hope of Lending Loop chief executive Cato Pastoll, who expects peer-to-peer lending in Canada to expand quickly into consumer lending like mortgages after such an evolution of the sector in the U.K. and U.S. “I’m hopeful it […]
Advisor's Jessica Bruno has won an honourable mention from the Portfolio Management Association of Canada's annual awards for investment journalism.
Major banks are lobbying against new risk-calculation models that are being developed by global policy makers.
You must maintain an arm’s-length relationship to protect you and your client from impropriety.
Use immediate leveraging with insurance in a low-rate environment.
BlackRock head Larry Fink says leveraged ETFs threaten the market’s structural stability and could “blow up” the funds industry.
IIROC's guide reinforces advisors' obligation to explain borrowing-to-invest strategies when recommending them to clients.