Industry

Clients equate budgets with stress

Helping clients stick to their budgets could prove challenging because many perceive budgets negatively, reveals a survey by Meridian Credit Union. Despite understanding the upside of cash-flow planning, 44% of Ontarians with budgets say budgeting causes too much stress. And 39% admit they tend to avoid dealing with their financial situations. Perhaps a contributing factor […]

By Staff |November 27, 2017

1 min read

Industry

Manulife Investments launches multifactor ETFs

Manulife Investments has launched two multifactor ETFs, subadvised by Dimensional Fund Advisors Canada ULC. Read: Horizons launches Canadian Equity Index ETF The ETFs track indexes developed by Dimensional, using its multifactor approach. Read: How to use ETF Facts ETF Ticker Equity universe Management fee (includes certain operation expenses) Unhedged Hedged Unhedged Hedged Manulife Multifactor Canadian […]

By Staff |November 27, 2017

1 min read

Industry

How to make yourself invulnerable to liability

Keeping abreast of your client obligations is no easy feat, and following proposed legislation—like Finance’s tax reforms for businesses—adds to the burden. If the department’s reforms are passed, your business-owning clients might require new planning. If you don’t inform them of the changes in a timely manner, could you be held liable? “It’s completely settled […]

By Michelle Schriver |November 24, 2017

6 min read