Canada:


Seg funds will be subject to disclosure framework similar to mutual funds
02 Feb

Seg funds will be subject to disclosure framework similar to mutual funds

Photo: Rawpixel.com The Canadian Council of Insurance Regulators (CCIR) published a position paper Dec. 13 on segregated funds which outlines the regulators’ heightened expectations regarding cost disclosure. The regulators underline that with the implementation of CRM2 rules, mutual funds are subject to different disclosure rules than seg funds. “With the expectations outlined in the CCIR…

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Canadian real estate market outlook 2018
31 Jan

Canadian real estate market outlook 2018

There’s never a dull day in real estate. Last year started off with a big nervous question: Will the Canadian housing market crash? In 2018, the new year started off with more of a sigh. Analysts across North America came out with various pronouncements of deceleration in activity and pricing, but the overwhelming consensus was…

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Advisors shifting to fee-based management
08 Jan

Advisors shifting to fee-based management

Advisors are shifting to fee-based management but have not cut commissions completely. Many focus their practice on F-series funds for a high net worth clientele, and turn to other low cost solutions to serve small investors.  Distribution networks are battling fiercely over the $4.1 trillion in Canadians’ financial assets at Dec. 31, 2016, statistics compiled…

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Yielding to pressure: Alternative investments may offer returns, but have risks, too
03 Jan

Yielding to pressure: Alternative investments may offer returns, but have risks, too

There qualification rules about who can invest including having a net worth that tops $5 million Many Canadian investors are unhappy with their investment portfolio returns. Generational lows in interest rates combined with the Canadian resource-heavy market being one of the world’s worst performers during the past five years has made it challenging to produce…

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World’s biggest bond market braces for the week that could change everything
20 Nov

World’s biggest bond market braces for the week that could change everything

By Brian Chappatta This week is fraught with peril for Treasuries traders, no matter if they’re bulls or bears. The next five trading days will bring a torrent of market-moving information: President Donald Trump is poised to finally announce his nominee to lead the Federal Reserve; U.S. central bankers have an interest-rate decision to make;…

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