by ext | Aug 30, 2016 | Blog, Industry Insights
Four reasons investors choose exchange-traded funds An exchange-traded fund (ETF) is, as its name suggests, a fund that’s traded on a stock exchange. ETFs are generally designed to track a particular index or combination of indices. For example, a Canadian equity ETF...
by ext | Aug 23, 2016 | Blog, Industry Insights
We’re living and working in an era of regulatory change in the global investment industry. When looking at the big picture, it’s important to note that Canada’s regulatory environment has some unique features. The Investment Funds Institute of Canada (IFIC) recently...
by ext | Aug 19, 2016 | Blog, Careers
3 tips to build a winning resume Hiring managers spend just a few seconds scanning each resume before deciding who gets an interview. Those few seconds are all you have to make a lasting impression, so you need a resume that gets you noticed. Here are our top tips on...
by ext | Aug 19, 2016 | Blog, Study Tips
5 ways study groups can improve your exam success There’s nothing like the memory of late-night study sessions to send shivers down the spines of adults continuing their professional development. But studying doesn’t have to be the challenge that it once was. One way...
by ext | Aug 19, 2016 | Blog, Industry Insights
Point of sale: Fund Facts must be delivered before purchase On May 30, 2016, it became mandatory for advisors to deliver the Fund Facts document to clients before they purchase a mutual fund. Let’s explore the content of Fund Facts, how advisors must deliver it and...
by ext | Aug 19, 2016 | Blog, Industry Insights
Working with an advisor helps investors reach their financial goals Many advisors enter their profession because they know they can make a meaningful impact on the lives of clients and their clients’ family members. Advisors gain satisfaction from helping clients...
