Industry News

Decorative pattern

Using ETFs for portfolio building

Reader Alert: This is the second of a three-part series on how ETFs can help control costs when constructing core portfolios. The alarm rings reliably every morning just before daybreak. If it doesn’t sound, does that mean the sun will not rise? Maybe, if you live in the shadow of Iceland’s volcano, but otherwise get […]

June 16, 2010

4 min read

Decorative pattern

Plan for the five stages of a business

Businesses come in all shapes and sizes, but for most owners their business represents both the cash flow engine, which supports their family’s quality of life, and their most valuable single asset. Their equity investment in their corporation is a concentrated risk in a business they have chosen and understand, but it is susceptible to […]

By Malcolm Ross |June 16, 2010

5 min read

Decorative pattern

Briefly:

Michael Jantzi, head of SRI research firm Jantzi-Sustainalytics, has been named the winner of the inaugural Canadian SRI Lifetime Achievement Award at this year’s Canadian Responsible Investment Conference in Toronto. Jantzi, 46, has been working in the SRI field since 1990, founded Jantzi Research, and is the co-author of “The 50 Best Ethical Stocks for […]

By Staff |June 16, 2010

3 min read

Decorative pattern

Sceptre, Fiera to tie the knot

Here’s a sign that the financial crisis is behind us: Sceptre Investment Counsel Limited and Fiera Capital, Inc. have signed a definitive agreement to merge the two companies. The announcement may well be saying that resurgent Canadian companies have enough cash, credit and confidence to undertake such deals. The new company will be named Fiera […]

By Vikram Barhat |June 16, 2010

3 min read

Decorative pattern

Morningstar gets a facelift

The popular investment research website Morningstar.ca just got better. Morningstar, one of Canada’s leading financial information websites, has added a number of new features which will be free to investors until September, when Morningstar plans to launch a Premium Membership service. The new and improved features include an independent equity research on North American stocks, […]

By John Powell |June 16, 2010

1 min read

Decorative pattern

Culture of compliance begins at the top

A fish rots from the head down. Take any firm flirting with compliance and the fact will be on display in all its allegorical glory. The tone, therefore, must be set from the top. It is the job of senior management to create a culture of compliance and make it a key strategic priority, said […]

By Vikram Barhat |June 15, 2010

3 min read

Decorative pattern

Briefly:

AGF Investments has announced the AGF Global Aggregate Bond Fund is now available to retail and institutional investors, well ahead of the scheduled launch date of July 15, 2010. The fund is managed by Jean Charbonneau and Tom Nakamura, with assets invested in a diversified portfolio of investment-grade debt securities of governments, corporations and other […]

By Staff |June 15, 2010

2 min read

Decorative pattern

Investors keeping their options open

An increasing number of Canadian investors prefer not to limit their investments with just one firm, despite showing a marked increase in overall satisfaction with the quality of services received. According to a report by J.D. Power and Associates, investor satisfaction has increased considerably from 2009 as the market recovered, but investors are exercising caution […]

By Vikram Barhat |June 15, 2010

2 min read

Decorative pattern

Financial planning proves its value: FPSC

The value of financial planning gets yet another stamp of approval. Investors with financial plans feel better prepared to deal with difficult economic times and better equipped to attain a wide spectrum of life goals, according to a study conducted by Financial Planning Standards Council (FPSC). The study notes that Canadians engaged in comprehensive, integrated […]

By Vikram Barhat |June 15, 2010

2 min read

Decorative pattern

Understanding behavioral finance

The field of behavioral finance has exploded over the past few years, making it a go-to topic for education providers. While the human brain may be endowed with an amazing capacity for abstract, rational thought, it is often betrayed by our primitive emotions of fears and greed. So how does one become a star investor? […]

By Steven Lamb |June 14, 2010

4 min read

← Previous 1 … 1,690 1,691 1,692 1,693 1,694 … 2,188 Next →