by admin | Jun 20, 2017 | Blog, Industry Insights, Regulatory
How the industry is getting ready to switch from T+3 to T+2 One day may not seem like a big deal but, when it comes to trade settlements, it is. In fact, it’s a wide-ranging, highly involved shift that involves markets across the globe. Many regions have already made...
by admin | Jun 16, 2017 | Blog, Industry Insights
Continuing from a previous posting, let’s examine more commonly used acronyms in the investment industry. ACB – The adjusted cost base (ACB) is needed for tax purposes to calculate the capital gain or loss of an investment. An investment’s ACB includes the purchase...
by admin | Jun 5, 2017 | Blog, Industry Insights
Across several provinces and territories in Canada, June is designated as Seniors’ Month. As more and more baby boomers mature, this demographic represents a rapidly growing segment of the population. Many seniors continue to lead healthy and active lives. Like...
by admin | Mar 1, 2017 | Industry Insights
Blockchain – the technology at the heart of the digital currency, bitcoin – may be set to profoundly change the way banks facilitate transactions worldwide. While we’re in the early days of truly understanding the impact blockchain will have, it holds the potential to...
by admin | Feb 28, 2017 | Blog, Industry Insights, Regulatory
When investors think of investments, they usually conjure up images of stocks trading on a stock exchange or purchasing a mutual fund. These investments are issued by prospectus, which affords investors with a level of protection. Prospectuses don’t guarantee...
by admin | Jan 24, 2017 | Blog, Industry Insights
To better understand the attitudes and opinions of Canadian mutual fund holders, the Investment Funds Institute of Canada (IFIC) commissioned independent research firm Pollara to conduct a national study. The latest report – Canadian Mutual Fund Investors’ Perceptions...
