Industry

Doubt and Designations

The recent spotlight on financial products hasn't been limited to complex mortgage-backed products. Insurance-based products have had their share of recent attention, especially when it comes to beneficiary designations. Several court cases involving beneficiary designation disputes underscore the importance of reviewing these designations and ensuring that they are up-to-date and in accordance with a client's […]

July 12, 2010

9 min read

Using ETFs for Portfolio Building

Fundamental analysis is the stuff of cocktail parties, water-cooler gossip, and 24-hour financial news networks. Based on business facts, the main allure of fundamental analysis is the intellectual satisfaction it provides: it is logical. Most professional money managers use fundamental analysis in some form of top-down or bottom-up analysis. Regardless of portfolio size, controlling costs […]

July 12, 2010

3 min read

Risk perception on the rise: RBC report

Markets around the world are rife with skepticism as global recovery does little to rein in the growing risk perception amongst asset managers. Inflation and commercial real estate are feared to be the two biggest spoilsports in global markets, according to a study by RBC Capital Markets, the corporate and investment banking arm of Royal […]

By Vikram Barhat |July 12, 2010

3 min read

Briefly:

EdgePoint Wealth joins the list of fund companies introducing separate portfolios for investors residing in provinces that have not harmonized their sales taxes with the federal GST. The company says the approach is the appropriate course of action that puts the interests of its unit holders first. The company decided to stay away from the […]

By Staff |July 12, 2010

4 min read