Industry

FSCO proposes guideline to treat clients fairly

If you’re licensed to sell life insurance or segregated funds in Ontario, you may soon have new requirements to treat clients fairly. The Financial Services Commission of Ontario (FSCO) has published for comment its proposed Treating Financial Services Consumers Fairly Guideline, which aims to ensure a common understanding among licensees and registrants of how to […]

By Staff |April 4, 2018

2 min read

Finding value in have and have-not stocks

How this manager finds meaningful differences in valuation

By Sharon Ho |April 3, 2018

2 min read

CI Financial’s AUM grows 15.2% year over year

CI Financial Corp. reported preliminary assets under management (AUM) as of March 31, 2018, of $139.1 billion and total assets of $181.4 billion. AUM increased by $18.4 billion or 15.2% year over year. AUM decreased, however, by 1.2% in March. CI’s total assets rose by $21 billion or 13.1% in the 12-month period, and decreased […]

By Staff |April 3, 2018

1 min read

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