Industry

Even HNW need financial literacy

Investor education is about the investor, not investments. Far too much emphasis is placed on informing clients about investments and very little on what the client needs to know, according to Charlotte B. Beyer, founder and CEO of the Institute of Private Investors and founder of New York-based Investor Education Collaborative. “The ultimate purpose of […]

By Vikram Barhat |October 28, 2010

2 min read

Regulators push for environmental disclosure

Canadian securities regulators expect improved environmental disclosure from the country’s reporting issuers and have released a guidance document towards meeting that goal. “Issuers are increasingly recognizing the current and potential effects on their performance and operations, both positive and negative, that are associated with environmental matters,” states the document, which was released Wednesday by the […]

By Doug Watt |October 28, 2010

3 min read

Briefly: “Boomers carry mortgages into retirement” and more news

For most baby boomers in Canada, having a mortgage-free retirement isn’t in their future, although three quarters say that it is important to own their home by this time, according to a new report released by TD Canada Trust. Those in British Columbia are the least likely to own their home and be mortgage-free when […]

By Staff |October 28, 2010

3 min read

Next gen clients are online

In our circles, the subject of where the next generation of advisors will come from is discussed quite frequently. What’s less talked about is where the next generation of clients will come from. For the past three decades, advisors have been busy with baby boomers. These aggressive asset accumulators make great clients. They have money, […]

By Philip Porado |October 28, 2010

3 min read