Investments

IIROC, Alberta Insurance Council to share info on rule-breakers

In an Advisor.ca investigation released last June, we highlighted how reps who’ve been permanently banned by IIROC or MFDA can still be authorized to sell life insurance. One of our recommendations to close that loophole was for more insurance regulators to sign information-sharing agreements with IIROC and MFDA, known as Memoranda of Understanding (MOUs). IIROC […]

By Staff |January 27, 2017

1 min read

Hedge funds beat stocks and bonds over 1, 3 and 5 years

Hedge funds outperformed stocks and bonds on a risk-adjusted basis in 2016, producing net gains of about US$120 billion net of fees, estimates the Alternative Investment Management Association (AIMA) and data provider Preqin. Read: Hedge funds gained in December Risk-adjusted outperformance is highly valued in investments since it reflects volatility as well as net returns. […]

By Staff |January 25, 2017

1 min read

28% of B.C. clients don’t know how advisors are paid

Just in time for RRSP season, many investors will receive new information about the fees they pay for investments and advice, courtesy of CRM2 fee disclosure regulations. In preparation, the British Columbia Securities Commission launched its Take a Look campaign last October, intended to encourage investors to pay attention to the fees they pay. According […]

By Staff |January 23, 2017

2 min read

Mackenzie adds to suite of ETFs and mutual funds

Mackenzie Investments is launching an emerging markets ETF and a mutual fund, both in partnership with TOBAM, an asset manager and index provider. The ETF and mutual fund give investors access to regional options with the potential to reduce risk concentration and market bias, and improve risk-adjusted returns in emerging markets securities, the firm says. […]

By Staff |January 23, 2017

1 min read