Mutual funds

BMO alters its mutual fund line-up Fallback Image Decorative pattern

Industry

BMO alters its mutual fund line-up

BMO Investments has changed its Guardian Mutual Funds line-up.

By Staff |January 29, 2013

1 min read

Minimize tax on marriage breakdown Fallback Image Decorative pattern

Industry

Minimize tax on marriage breakdown

When clients separate or divorce, they may not think about taxes when dividing property.

By Frank Di Pietro |January 23, 2013

3 min read

CSI launches certificate program for advisors Fallback Image Decorative pattern

Industry

CSI launches certificate program for advisors

In response to growing suitability and proficiency standards for advisors in both Canada and around world, the Canadian Securities Institute (CSI) has introduced Advanced Mutual Funds Advice (CMFA), a certificate program to help mutual fund advisors adhered to higher standards while further raising their professional level. “In a complex and rapidly evolving financial services landscape, […]

By Staff |January 22, 2013

2 min read

Mutual fund investors need advice Fallback Image Decorative pattern

Industry

Mutual fund investors need advice

More than half of Canadians who own mutual funds agree choosing the right fund is neither simple nor straightforward, yet most spend more time planning luxuries instead of annual investments, reports ING DIRECT. On average, 3.4 hours a year are spent planning mutual fund investments, compared to a major technology purchase such as a smartphone, […]

By Staff |January 15, 2013

2 min read