Category Archives: Money 2.0

Investor risk, behaviour & beliefs

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When: February 18, 2014 at 7 PM
How: Go on Twitter and follow or tweet @smarter_money. Don’t forget to use #IEFChat to join the conversation MORE

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Fund Facts: A tool to help you choose the mutual fund that’s right for you

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If you invest in mutual funds, the Canadian Securities Administrators (CSA) are making it easier for you to get key information to make an informed decision before you buy a fund. Fund Facts is a short (up to 4 pages), plainly written document that includes information about cost, performance and risk of a fund. MORE

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Investors: the OSC wants to hear from you

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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

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Should advisers have a legal duty to act in your best interest?

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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

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Have Your Say on Equity-Based Crowdfunding

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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

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