Industry News

Fidelity Clearing expands offering

Fidelity Clearing Canada has implemented a syndication processing platform and will provide brokers with access to market research tools via the broker workstation of its corporate parent, National Financial.

By Staff |August 17, 2011

2 min read

Results are in for CFP exams

The Financial Planning Standards Council (FPSC) has announced results for Financial Planning Examination Level 1, and the first-ever sitting of Financial Planning Examination Level 2

By Staff |August 17, 2011

1 min read

The true cost of beta: Part One

There are two components of an active portfolio’s return. Beta is passive and stems from simply being invested in the market. The other, alpha, stems from a manager’s skill in selecting investments that will add return above what the market gives on its own.

By Guy Lalonde |August 17, 2011

4 min read

Advising a laid off client

Just when it looked like the trend towards layoffs had slowed, Waterloo-based Research In Motion recently announced plans to lay off 2000 employees. Some of those who received pink slips likely called their advisors to discuss finances and possibly even for a pep talk.

By Al Emid |August 16, 2011

4 min read