Industry News

Insider reporting rule changes end of month

There are a slew of fresh changes coming to the insider reporting and early warning regime, including acceleration of filing deadline, extending the concept of deemed beneficial ownership and reporting for derivatives. The final version of National Instrument 55-104 Insider Reporting Requirements and Exemptions (NI 55-104) comes into effect on April 30, 2010. At a […]

By Vikram Barhat |April 9, 2010

2 min read

Bond ETFs demystified

Bond ETFs have gained in popularity in the decade since their inauguration in Canada, but there are subtleties in their investment characteristics that are often misunderstood. Four of these characteristics will be examined in this article: the potential for capital loss in a bond ETF, relative to a buy-and-hold strategy; not all ETF holdings labelled […]

By James Hymas |April 9, 2010

7 min read

Tracking ETF error

The 1 kg of stewing beef I bought ended up tasting like pork. When confronted, the butcher retorted “Well buddy, it’s meat isn’t it?” Most consumers would be incensed at this response, but for some reason, investors are far more tolerant. It may be that mutual funds have dulled our expectations by underperforming their benchmarks […]

April 9, 2010

4 min read

Advisors skeptical of U.S. social media site

A new U.S.-based site promising to build an exclusive networking lounge for the global community of financial advisors has a rocky foundation, according to financial experts on both sides of the border. Craftily named linkedFA — although it has no connection with the popular professional networking site LinkedIn — its creators claim it is “the […]

By Vikram Barhat |April 8, 2010

4 min read