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Category Archives: Money 2.0
Do you believe that your financial adviser has a legal duty to put your interests first? If you do, you’re not alone.
In 2012, an IEF study found that 70 per cent of investors believe that their financial adviser has a legal duty to put the client’s best interests ahead of their own personal interests. But in Canada, that’s not necessarily true. MORE
Chances are, you’ve donated to charity online, or contributed to a project through a website like Kickstarter or IndieGoGo. These are all forms of crowdfunding – where many people pool money to support an effort by an individual or organization. MORE
Last year, we told you about a proposal by the Canadian Securities Administrators (CSA) that would require dealers and advisers to report more information about the fees you pay and how your investments perform. Now, an amended proposal with new requirements is out for public comment. MORE
On June 22, 2011, the Canadian Securities Administrators (CSA) issued a proposal which would have registered advisers and dealers disclose two vital pieces of information to their clients. Securities regulators are proposing that advisers and dealers provide better information to their clients about the costs and performance of their investments. MORE