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- Looking forward to a richer, greener future
  Larry Siegel, director of research of the Research Foundation of CFA Institute, says investors should ignore apocalyptic scenarios for the global economy. He outlines long-term investment opportunities that conform to his “fewer, richer, greener” outlook. Siegel spoke at the Morningstar Investment Conference 2013 in Toronto.
- Target-date funds still have a place in portfolios: Kaplan
  Paul Kaplan, director of research for Morningstar Canada, answers the question, "In this low interest rate environment, don't target-date funds systematically move investors into a lower return asset class?" Kaplan asserts that target-date funds are a buffer to equity risk and discusses their use as part of a fixed income strategy in portfolio construction. He spoke at the Morningstar Investment...
- Responsible returns
  A web-exclusive series on socially responsible investing
- OSC: Introducing a best interest standard for advisors and dealers
  Eleanor Farrell, director, Office of the Investor, Ontario Securities Commission, discusses the consultation paper on the introduction of a statutory best interest standard for advisors and dealers. She outlines five concerns the Canadian Securities Administrators have with the current know your client, suitability, and know your product standard. Farrell spoke at the CIFPs annual conference in...
- Opportunity is the ‘new normal’
  Margaret Franklin, president, Marret Private Wealth Inc., outlines a financial planning “new normal” of higher volatility, lower returns, and increasing asset correlations. She identifies opportunities for advisor success including: clear, direct communication to clients; remembering the “simple math”; and managing risk to achieve financial targets for clients. Franklin spoke at the Morningstar...