INVESTMENT FUNDS


From The Globe and Mail Custom Content Group


Coming soon: an industry-wide regulatory change called CRM2. Its goal: to provide investors with clear information that will help them have better conversations with their financial advisers about the progress they are making toward their financial goals.

November is Financial Literacy Month, a fitting time to revisit a critically important question: What do investors need to know to achieve their financial goals?

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Features

EDITORIAL

Change is coming... will you be ready? 

An advisor’s greatest value is in working in partnership with clients, creating a plan, helping them understand how the products they purchase fit into their plan, and ensuring that clients make informed rather than emotional decisions.

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INSIGHT

Phasing in CRM2

Research shows that for most people, working with a financial advisor is the key to accumulating wealth.

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RISK MANAGEMENT

According to investor survey, it’s all about that risk 

A Franklin Templeton Investments survey conducted by The Wall Street Journal (WSJ) in December 2013 found that 83 per cent of investors believe risk management is the most important consideration in choosing investments. 

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Get the most from your professional financial advisor relationship

A recent study (Center for Interuniversity Research and Analysis of Organizations) revealed that an investor who works with an advisor accumulates 2.7 times more wealth than an individual who invests without advice—demonstrating that financial advisors clearly bring a lot of value to investors. 

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Benchmarks

Effective July 15, 2014, Canada's investment dealers must provide a general description of benchmarks to their clients. This requirement is part of the new rules prescribed by the Canadian Securities Administrators (CSA).

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Understanding diversification

“To diversify” means to give variety to something. For example, a business can diversify by offering many different products.

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Learn the facts about your funds

Within two days of investing in a mutual fund, you will receive Fund Facts to help you understand your investment.

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What to ask and expect from your financial advisor

Licensed advisors are overseen by regulators and must complete education programs after they are registered to help them keep on top of new financial products, rules and regulations, and industry trends.

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