Risk

Convince conservative clients to pick private REITs

You have a wealthy new client with a large portfolio built around a mix of stocks and bonds. She left her last advisor because the plan he drew up wasn’t delivering enough income.

By Dean DiSpalatro |March 5, 2013

3 min read

Desjardins Investments ups risk of real estate fund

Desjardins Investments has changed its global real estate fund.

By Staff |February 27, 2013

1 min read

Risk aversion creates retirement risks

Canadians are renowned for their conservative approach to their finances, but a recent survey from CIBC suggests our collective risk aversion might be putting our retirement dreams at risk.

By Staff |February 15, 2013

3 min read

U.S. banks criticize JPMorgan for whale error

U.S. bank regulators are criticizing JPMorgan Chase for its trading error, which occurred when a French-born trader outsized positions that went awry, reports ft.com The trader, nicknamed “Voldemort” and “the London whale,” lost $2 billion dollars on credit derivatives, which banks are now saying was a failure in risk management. Read more. Also read: JPMorgan […]

By Wire services |January 15, 2013

1 min read