Chrispin also assumes the role of president and COO of Desjardins Financial Security
Responsible Investing Opportunity knocks for investors who want to make an impact
Tax Matters What’s new for 2016 yearend tax planning
Focus on Financial Planning The “great” wealth transfer: An opportunity or threat?
Protecting Investors Non-GAAP metrics: investors’ little helpers or harmful nonsense?
Advisor at Risk The “F” word
Cybersecurity Focus on cybersecurity is key for firms and advisors
Technology Is Fintech a disruptor or an enabler?
Focus on Financial Planning Digging beneath the surface on the best interest standard
Investment Executive Report Cards
Read what advisors are saying about their firms and what compliance officers are saying about the regulators: