Comments on: New Mandatory Risk Rating Is Misleading Canadian Investors https://bmg-group.com/new-mandatory-risk-rating-is-misleading-canadian-investors/?utm_source=rss&utm_medium=rss&utm_campaign=new-mandatory-risk-rating-is-misleading-canadian-investors Thu, 31 Mar 2022 17:45:27 +0000 hourly 1 By: Barisheff: Dealers Putting Clients' Retirements in Jeopardy | BMG DIY Investor https://bmg-group.com/new-mandatory-risk-rating-is-misleading-canadian-investors/#comment-127113 Thu, 31 Mar 2022 17:45:27 +0000 http://bmg-group.com/?p=4993#comment-127113 […] There are two main policies that have negative impacts on investors’ portfolios. One is restricting investments to a client’s original Risk Tolerance in the Know Your Client application form (KYC). When opening an account, the client will advise the dealer of their Risk Tolerance.  Most clients will indicate that they are medium risk. On March 8, 2017, the OSC implemented risk rating rules that require all mutual funds to rate their fund according to 10-year standard deviation. In 2018, I published an article entitled New Mandatory Risk Rating is Misleading Canadian investors. […]

]]> By: Dealers Putting Clients' Retirements in Jeopardy – BMG https://bmg-group.com/new-mandatory-risk-rating-is-misleading-canadian-investors/#comment-126954 Wed, 23 Mar 2022 19:59:59 +0000 http://bmg-group.com/?p=4993#comment-126954 […] There are two main policies that have negative impacts on investors’ portfolios. One is restricting investments to a client’s original Risk Tolerance in the Know Your Client application form (KYC). When opening an account, the client will advise the dealer of their Risk Tolerance.  Most clients will indicate that they are medium risk. On March 8, 2017, the OSC implemented risk rating rules that require all mutual funds to rate their fund according to 10-year standard deviation. In 2018, I published an article entitled New Mandatory Risk Rating is Misleading Canadian investors. […]

]]> By: How Much Gold Should I Hold? | https://bmg-group.com/new-mandatory-risk-rating-is-misleading-canadian-investors/#comment-24872 Thu, 07 Mar 2019 14:11:54 +0000 http://bmg-group.com/?p=4993#comment-24872 […] by your dealer’s Compliance department unless your Know Your Client (KYC) form states that you can tolerate high risk. Most Compliance departments wrongly believe that gold is a volatile, high-risk asset, in direct […]

]]> By: How Much Gold Should I Hold? | BMG https://bmg-group.com/new-mandatory-risk-rating-is-misleading-canadian-investors/#comment-24000 Fri, 01 Mar 2019 21:01:03 +0000 http://bmg-group.com/?p=4993#comment-24000 […] by your dealer’s Compliance department unless your Know Your Client (KYC) form states that you can tolerate high risk. Most Compliance departments wrongly believe that gold is a volatile, high-risk asset, in direct […]

]]> By: Devastating Losses Are Coming | BMG DIY Investor https://bmg-group.com/new-mandatory-risk-rating-is-misleading-canadian-investors/#comment-15899 Thu, 10 Jan 2019 14:22:49 +0000 http://bmg-group.com/?p=4993#comment-15899 […] due to the arbitrary, misguided and potentially disastrous rule changes relating to measuring investment risk. Essentially, many investors were told they were no longer in control of their own wealth and were […]

]]> By: Devastating Losses Are Coming: What Is Your Advisor Doing | BMG https://bmg-group.com/new-mandatory-risk-rating-is-misleading-canadian-investors/#comment-15835 Wed, 09 Jan 2019 19:12:57 +0000 http://bmg-group.com/?p=4993#comment-15835 […] professionals due to the arbitrary, misguided and potentially disastrous rule changes relating to measuring investment risk. Essentially, many investors were told they were no longer in control of their own wealth and were […]

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