Jim RutaKevin Smith
Delivering “peace of mind” to HNW clients ensures success
- By: Jim Ruta, Kevin Smith
- November 14, 2012 October 30, 2019
- 08:00
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
Court finds an investor's portfolio was too heavily concentrated in preferred shares, but that its low-risk strategy was appropriate
HSBC agreed to pay more than $1 million to settle concerns that investors were harmed when the firm cut ties with 51 dealers
Research from the OSC's Investor Office examines the rise of self-directed trading
The federal budget has rectified a potentially harsh tax treatment of benefit recipients