Albert Phung has 7+ years of experience as a process improvement consultant for several businesses; currently with Alberta Health Services. Suzanne is a content marketer, writer, and fact-checker. She ...

Insurance agents who sell segregated funds soon could face sales oversight rules and disclosure requirements similar to those pertaining to mutual funds. Regulators are considering ways to harmonize ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Thomas J. Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, ...

New guidance on the sale and servicing of segregated funds helps narrow the consumer protection gap between the funds and their similar counterparts on the securities side — mutual funds. On Wednesday ...

After a few difficult years for segregated fund sales, there are signs of life in the space as product manufacturers adopt new tools to modernize their shelves. Seg funds in Canada saw net redemptions ...

These are funds which hold a mix of both liquid and illiquid investments and seek to combine elements of fund terms customary for both hedge funds (for liquid investments) and private equity funds ...

The Canadian Securities Administrators (CSA) and the Canadian Council of Insurance Regulators (CCIR) today published changes to enhance total cost reporting (TCR) disclosure for investment funds and ...

The current roller coaster ride in financial markets, marked by unpredictability and volatility, can be a tough pill to swallow for many investors. Some, like those in or approaching retirement, also ...

The Canadian Securities Administrators (“CSA”) and the Canadian Council of Insurance Regulators (“CCIR”) have published enhanced cost disclosure reporting requirements for investment funds, excluding ...

"Advisors and their clients are looking for solutions that deliver flexibility to adapt to their needs. The new Index ETF Funds offer the ability to build a well-diversified core portfolio, enhance ...