Tags » Managing Wealth

Investor advisory panel tells OSC it's failing to address 'inadequate' and 'outdated' regulatory standards

A panel that advises the Ontario Securities Commission on investor protection issues said Tuesday the regulator has failed to address “inadequate and outdated regulatory standards” on investing advice, and urged quick action to provide “fair, independent complaint handling” and binding compensation. 334 more words

FP Street

Mutual fund fee reform coming — maybe sooner than you think

Canadian regulators will be armed with new research in early 2015 that investor advocates hope will finally prompt a clampdown on the use of embedded commissions on mutual fund sales. 1,083 more words

FP Street

How to play the market mayhem? Stop watching

The worse it gets, the less I look and the less I act. When it comes to market mayhem, I firmly believe that the time to sell is when stocks are up and everyone is buying. 842 more words


Worried about equity exposure? Here's why you shouldn't be

As you watch the market flirt with correction territory and the year’s gains on the verge of being wiped out, are you itching to call your financial advisor? 680 more words

Personal Finance

The Need Of Private Wealth Management Companies

These days, private wealth management can be quite effective for anybody, because it helps in deciding one of the most important things in life, examining them after which planning to turn expectations and dreams into fact. 457 more words

Private Wealth Management

The newly rich: How your world changes when downsizing creates a windfall

You may never have imagined yourself sitting on a financial windfall and wondering what to do with it but many older Canadians who have lived through the housing market’s finest hours are facing just that. 907 more words

Managing Wealth

Market watchdogs breathe new life into debate over mutual fund fees in Canada

A regulatory probe into mutual fund fees that generated heated debate after its start in 2012, but then went quiet this year, showed signs of life again on Friday. 379 more words

FP Street