Archive

Category: Investing

Improving Portfolio Returns While Reducing Risk

Maximizing returns while reducing volatility is the ultimate goal of every portfolio, regardless of investor risk tolerance. Learn how to invest in BMG Funds

Morals Over Money: Low-Cost Options for Socially Responsible Investors

Do you keep your morals in mind when making investment decisions? If so, you’re not alone. Increasingly, investors are considering the broad social impact of…

The Debate Over CRM3

Growing resistance to the MFDA’s plan to increase disclosure THE INVESTMENT INDUSTRY is divided sharply over the prospect of the Mutual Fund Dealers Association of Canada’s…

New Mandatory Risk Rating Is Misleading Canadian Investors

Canadian securities regulators may be putting investors at risk. They implemented a new mandatory risk weighting system in September 2017 based on 10-year Standard Deviation….

Judge Jails Knowledge House Officials After Blockbuster N.S. Stock Fraud

Judge Nails Former president and CEO Daniel Potter and lawyer Blois Colpitts were found guilty in March Two of Nova Scotia’s most notorious white-collar criminals…

Market Has You On Edge? Do What Warren Buffett Does

It usually makes sense to sit tight The markets caught a bout of volatility in the last two weeks.  A sudden downdraft led to breathless…

Investor Awareness of Long-Term Damage of Fees ‘Growing,’ Says Veteran Adviser

Investors need to be aware of the impact fees have on a portfolio’s overall return over different time periods One year back Larry Bates, a…

Stick to Your Strategic Asset Mix — Or Face the Consequences

Tom Bradley: As Warren Buffett said, ‘Wall Street makes its money on activity. You make your money on inactivity.’ My partner, Salman Ahmed, has a…

Here is how Robo-advisors are Disrupting Wealth Management

Article originally contributed to Datafloq With the rapid growth of AI, machine learning, and natural language processing, a new breed of robo-advisors is surfacing. The latest advancements…

Responsible Investing Will Be Replaced by ‘Investing With No Prefixes’

Barry Critchley: Looking at environmental, social and governance issues will be the way things are done A quarter of a century back, forming your own…