by admin | Sep 27, 2017 | Blog, Regulatory
In 2017, the Investment Funds Institute of Canada (IFIC) published a report examining the latest regulatory developments around the globe. The report tracks the initiatives and efforts of 16 key international markets on how they have addressed potential conflicts of...
by admin | Sep 20, 2017 | Blog, Careers
Historically a male-dominated industry, women now hold nearly half of all roles in financial services around the world. So despite the past imbalance, the industry is rapidly evolving. Among the global rankings, Canada performs especially well for having women in...
by admin | Sep 12, 2017 | Blog, Study Tips
If you can explain something complex – in simple terms – to a child, then you likely have a firm grasp of an idea. You’ve also demonstrated the Feynman technique for learning – simple in its method but profound in helping you gauge your understanding of complicated...
by admin | Sep 5, 2017 | Blog, Industry Insights
Many ETFs help build wealth, but some are higher-risk strategies Before investors and advisors consider making use of leveraged exchange-traded funds (ETFs), its important to understand how these products function and whether they belong in an investor’s portfolio....
by admin | Aug 29, 2017 | Blog, Regulatory
Becoming a financial advisor means embarking on a mission of lifelong learning. Whether through courses, workshops, conferences or webinars, continuing education is an ongoing part of every advisor’s career, so be prepared to update your training occasionally. There...
