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Category Archives: Money 2.0
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May 27, 2013
- Money 2.0
Investors: the OSC wants to hear from you
Next month, the Ontario Securities Commission (OSC)-will host a series of consultative sessions for investors, and wants to hear from you about the initiatives below. MORE
Tagged companies, Investing, Investors, Mutual Funds
May 9, 2013
- Money 2.0
Should advisers have a legal duty to act in your best interest?
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
Tagged Advisors, finance, Investments
February 7, 2013
- Money 2.0
Have Your Say on Equity-Based Crowdfunding
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
June 26, 2012
- Money 2.0
Have your say on better disclosure of investment fees and performance
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
Tagged Adviser, Commission, Information, Investments, Performance, Proposal
August 16, 2011
- Money 2.0
Calling All Investors: Have Your Say on Fees and Performance
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
Tagged Disclosure, Fees, Investments, Investor
