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  1. Dan Richards
    Dan Richards, CEO, Client Insights and Lynn McGrade, partner at Borden Ladner Gervais LLP, discuss how advisors and investors may benefit from the Canadian Securities Administrators’ proposal to make alternative funds available to retail investors.
  2. Dan Richards
    In part three of a three-part series, “Women in Capital Markets 2016: Extraordinary Leaders,” Dan Richards, CEO, Client Insights, discusses career advice and a unique outreach to high school students with Eileen Jurczak, winner of the WCM Rising Star Award.
  3. Dan Richards
    Dan Richards, CEO, Client Insights and Rebecca Cowdery, partner at Borden Ladner Gervais LLP, discuss the Canadian Securities Administrators' proposal to make alternative funds available to retail investors, with heightened restrictions. Comments close Dec. 21.
  4. Dan Richards
    In part two of a three-part series, “Women in Capital Markets 2016: Extraordinary Leaders,” Dan Richards, CEO, Client Insights, discusses strategies that strengthen diversity and inclusion with Marian Lawson, one of the winners of WCM’s Awards for Leadership.
  5. Dan Richards
    In part one of a three-part series, “Women in Capital Markets 2016: Extraordinary Leaders,” Dan Richards, CEO, Client Insights, discusses successful workplace strategies for gender parity with Steve Banquier, one of the winners of WCM’s Awards for Leadership.
  6. Susan Bradley
    Susan Bradley, founder, Sudden Money Institute, gives tips for advisors on how to help clients make sound financial decisions during major life transitions.
  7. Scott Greenberg
    Scott Greenberg, motivational speaker, Jump Start Performance, explains how advisors can forge stronger relationships with clients by understanding their emotional mindset.
  8. Craig Fehr
    Craig Fehr, principal, investment strategist, at Edward Jones, discusses the impact of President-elect Donald Trump’s proposed policies on Canada in three key areas: energy; interest rates and trade.
  9. Pierre Lortie
    Pierre Lortie, senior business advisor, Dentons Canada LLP, says evidence suggests retail investors will resist paying upfront fees for advice, leaving them at risk of failing to save enough for retirement.
  10. Craig Fehr
    Craig Fehr, principal, investment strategist, at Edward Jones, examines the potential impact of President-elect Donald Trump’s proposed policies on the global economy and markets.