Practice

What happens to RRSPs in bankruptcy?

Your client just told you they declared bankruptcy. What will happen to their registered investment accounts?

By Ted Michalos |November 12, 2014

3 min read

CE Course: Adaptive Asset Allocation: A Primer

This course is accredited by IIROC, FPSC and The Institute for Advanced Financial Education. Please see Accreditation Details for more information. Course Summary: The authors address flaws in the traditional application of Modern Portfolio Theory related to Strategic Asset Allocation (SAA). Estimates of parameters for portfolio optimization based on long-term observed average values are shown […]

By Adam Butler, Michael Philbrick and Rodrigo Gordillo |November 12, 2014

18 min read

CE Course: Global CAPE Model Optimization

This course is accredited by IIROC, FPSC and The Institute for Advanced Financial Education. Please see Accreditation Details for more information. Course Summary: The authors use the Shiller CAPE global equity index rotation model proposed by Mebane Faber as a template for exploring a variety of portfolio optimization methods. Introduction The paper, Global Value: Building […]

By Adam Butler, Michael Philbrick and Rodrigo Gordillo |November 12, 2014

15 min read

Canadians fall short of goals by average of $45,000

Two thirds of Canadians are unable to reach their financial goals as quickly as they planned, finds a survey by Capital One and Credit Canada Debt Solutions.

By Staff |November 7, 2014

1 min read