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Women control about 30% of all wealth in North America.

  • By: Staff
  • September 16, 2014 August 21, 2018
  • 07:01

AGF Investments changing rating of the Harmony Non-traditional Pool.

  • By: Staff
  • July 14, 2014 August 21, 2018
  • 15:35

Portfolio tips from the martial arts

Look for technology companies that can generate cash.

Regulatory pressure. Interest rates. Client risk classifications. These three main factors will shape the future of permanent insurance products, said Paul Fryer, vice president of individual business management at Sun Life Financial, at CAILBA’s annual conference in Toronto.

Only 11% of Canadian audit committee members perceive cyber security to be a major company challenge, which compares to the U.S. at 27%.

  • By: Staff
  • May 27, 2014 August 21, 2018
  • 11:41

In 2013, investors chose value over growth stocks.

  • By: Staff
  • May 15, 2014 August 21, 2018
  • 04:55

When auditors come knocking, you need to provide comprehensive, updated account documents, as well as evidence that you’ve met with all clients at least once a year.

Ultra-low interest rates limit choices for conservative investors. Sure, they could move into riskier investments they may not be able to stomach, pay a premium to be in a guaranteed product, or simply accept they won’t keep up with inflation. None of those options has mass appeal.

Undervalued emerging markets are pricing in risks.