Investor

Market Insights

Where investors seek stability as stocks fall

Steadier sectors attractive as tech stocks tumble

By The Associated Press |November 21, 2018

3 min read

Industry

OSC seeks applications for investor advisory panel

Applicants must apply by Oct. 26

By Staff |September 26, 2018

1 min read

Industry

OBSI’s top investor complaints of 2017

Find out which investor complaint is up significantly

By Staff |March 15, 2018

3 min read

Advisor's Edge Report

Why understanding gambling can help investors

Professional managers often dislike gambling comparisons, but there are lessons

By Mark Yamada |December 15, 2017

4 min read

Canadians’ risk appetite edges higher

Canadian investors are embracing well-balanced asset allocation as equities climb. Read: How Canadian investors show discipline Risk appetite for equities edged higher in October relative to September, but continues to be well-balanced over all periods, reveals Vanguard’s risk speedometers. In October, risk was rated slightly above average, while in September, it was rated slightly below. […]

By Staff |December 13, 2017

1 min read

How to increase returns by 1.5%

At the end of 2015, the S&P 500 had a 20-year annualized return of 8.2%. In contrast, actual investor return was 4.7%, reveals research from Dalbar Inc. Why the 3.5% difference? Some can be attributed to a lack of cash or a need to remove capital from the market (1.2%); some, to fund expenses (0.8%). […]

By Staff |November 13, 2017

2 min read

Bank customers reimbursed $10.5M, finds FCAC

In 2016-2017, financial institutions reimbursed $10.5 million to 1.2 million consumer accounts, reveals the annual report from the Financial Consumer Agency of Canada (FCAC). The reimbursement made up for inaccurate fee disclosure or interest rate calculations, or for incorrect charges to accounts. Read: Pro bono legal clinic backs wronged investors FCAC’s annual report also details […]

By Staff |October 6, 2017

1 min read

Investor

Where investors seek stability as stocks fall

OSC seeks applications for investor advisory panel

OBSI’s top investor complaints of 2017

Why understanding gambling can help investors

Canadians’ risk appetite edges higher

What we learned from the 2017 CSA Investor Index

How investor education fails your clients

How to increase returns by 1.5%

Bank customers reimbursed $10.5M, finds FCAC

SIPA to regulators: Fix advisor registration sites, titles