IIROC (the Investment Industry Regulatory Organization of Canada) has launched a new tool for investors that will allow them to find out more about their IIROC licensed financial advisor. It should be noted that IIROC licensed advisors are in the minority in Canada. There are roughly 25,000 such advisors out of a total of about [...]

It’s just not as cut and dry as some think… passive/active, advisor/no advisor. Years ago, I interviewed with a securities brokerage, on the investment banking side. I met with one of the managing partners and we were essentially blue-skying about whether I would be a fit for that world. (I’m not, by the way.) One [...]

A little while ago, I had noted that Luxembourg had a population of roughly 500,000 yet had the second largest investment fund industry in the world, second only to the USA. In Episode 12 of the WhereDoesAllMyMoneyGo.com Internet Radio Show I interview Mr. Jean-Jacques Picard, the Secretary General of Luxembourg for Finance, for more details. [...]

Canadian Capitalist recently discussed the negative drag on commodity futures ETFs caused by contango (also known as negative roll yield).  This is a specific contango that exists due to front-running of the ETFs. The Contango Killing Commodity ETF Ironically, two days later a new ETF was launched (these things are like tribbles these days!) which [...]

Please see yesterday’s post for background on this issue. Until now, I have remained silent with my opinion on the heated discussions taking place on the blogosphere about Moneymechanics and Martin Horvath. After having interviewed Mr. Horvath I feel I am ready to disclose what I feel needs to be said in my humble opinion [...]

A reader left a comment on yesterday’s post that I thought was worth responding to for everyone to see. The post was titled “Why Warren Buffett Is Not A Poster Child For Active Management”. Click here to read the original post. Here were my original three questions posed in the post. I’ll re-post the reader’s [...]

A reader writes in with a question (I’ve excluded superfluous information): I had a question regarding the Fundamental Index® Vs Value Indexes.   I am a regular 30 something male who invests for retirement  through a brokerage.  I invest primarily in index etfs by weight cap.  (large US, large Intl, large Cdn, small US, small Intl, Small [...]

Many proponents of active management often cite Warren Buffett as the poster child for how active management can work. Whether Buffett’s performance is due to luck or skill or some other factor (it could have been luck for a few decades until he became known for his track record at which point everyone now buys [...]

I started by writing out the title of this post when I suddenly wondered why it sounded so familiar… did I already write about this? Yes. I did. So I looked it up on the archives for the blog and lo and behold, there it was. I went over to take a look and while [...]