Mutual funds

Ease your clients’ PFIC pain Fallback Image Decorative pattern

Market Insights

Ease your clients’ PFIC pain

Don’t assume all Canadian mutual funds fall into the PFIC trap

By Max Reed |October 16, 2015

4 min read

U.K regulator may target closet-indexer funds Fallback Image Decorative pattern

Industry

U.K regulator may target closet-indexer funds

Regulators in Denmark, Sweden and Norway have begun targeting closet-indexer mutual funds, and the U.K.’s Financial Conduct Authority may be next to act.

By Staff |October 15, 2015

1 min read

Most active managers continue to lag benchmarks Fallback Image Decorative pattern

Industry

Most active managers continue to lag benchmarks

It’s report card time for Canadian active managers, and most get a failing grade, according to the Canada S&P Indices Versus Active Funds (SPIVA) Scorecard.

By Staff |October 15, 2015

2 min read

Consider T-Series for tax-efficient cash flow Fallback Image Decorative pattern

Tax News

Consider T-Series for tax-efficient cash flow

Investors have two means to generate tax-free cash flow from investments.

By Michelle Connolly |October 6, 2015

4 min read