Rebecca Cowdery, a partner with Borden Ladner Gervais LLP in Toronto, discusses the mutual fund point of sale (POS) delivery project, and explains how advisors can use the Fund Facts document to meet their obligations under CRM2.
Clients don’t have to give up returns to embrace RI
Once a misunderstood niche area of RI, impact investing is attracting attention and assets
There is wide variation when it comes to how managers choose RI investments
Environmental, social and governance issues are the three pillars of responsible investing
The class action alleged CIBC failed to disclose U.S. subprime exposure during the financial crisis
Expanded trust reporting requirements announced four years ago were set to be effective, but feds still haven't passed legislation to enable them
Standards setters develop scaffolding for fledgling asset class
Financial literacy is one way to counter the effects of gamification