Would an ESG safe harbour help our capital markets weather any new storms?
Issuers don’t need the protection of a second safe harbour — forward-looking information is already covered
Issuers don’t need the protection of a second safe harbour — forward-looking information is already covered
How to construct and reallocate portfolios through a risk-first lens
Use this uncertain time to shine brightly with young clients and prospects
Institutional investors are way ahead of financial advisors on the green economy
Canada's asset management industry should start acting like the thought leader it is
Advisory firms that fail to develop relationships with millennials and Gen Z clients will lose out in the long term
What advisors and executors need to know about vested and unvested options
The confusing nature of risk-return tradeoffs is at the heart of Canadians' struggle with financial literacy
Indrani De, head of global investment research at FTSE Russell, says that market behaviour "has fundamentally changed"
Recent decisions by securities regulators highlight the harm social media influencers can do, and the trouble advisors can get into
This was going to be a banner year for M&A activity in the Canadian financial advice business; then the White House stepped in
The technology's potential to supercharge economic productivity is within reach; will regulators help Canadians get there?
Investor protections and the enforceability of international user agreements remain uncertain
The insurance industry is taking a page from the mutual fund industry, leveraging technology to address mounting disclosure regulations
AI is slowly making its way into the wealth-management industry and will ultimately transform financial advisors’ role
Blockchain technology may transform financial services just as peer-to-peer file-sharing technology changed the music industry almost 20 years ago
In his final column, Cary List shares his thoughts on the future of financial planning
The Financial Consumer Agency of Canada’s renewed national strategy for financial literacy can help Canadians focus on the future
Financial planners can play a key role in rebuilding Canadians’ confidence
Advisors and their clients stand to benefit when corporate leaders focus on building socially and environmentally responsible enterprises
A growing base of investors are looking for investments that contribute measurably to environmental and social sustainability
Corporate boards and executive teams that lack gender and cultural diversity risk missing out on opportunities to generate long-term value
Public database of proxy voting records aims to better align asset managers and owners
Evolving expectations leave some managers struggling
Opinion: The backlash has limited prospects for four reasons
5 dos and don’ts to help your clients and protect your licence
Protect your business and reputation by managing these 5 risks
Three steps to reduce the risk and pain of advisor partnership breakups
Two key issues — the best-interests standard and reform of mutual fund fees — require timely and effective action
FAIR Canada supports exemptions that have the key features of rights offerings or private placements in compliance with the TSXV’s private placement rules
Current regulations assume that an investor’s wealth is a proxy for sophistication. This has to change
Federal budget did little to invigorate sluggish investment spending
Tech, profound shocks have changed investor behaviour
A new approach is needed to replace failed government programs
Agency provides examples of when income-earning purpose is met
Taxpayer penalized for overcontribution after relying on My Account information
Advisors should speak to clients annually about crystallization
Financial planners and financial advisors need to understand millennials’ preferences to gain their trust and business
Financial advisors can build deeper connections with clients by using active listening skills
Financial advisors should be aware of how to identify and engage effectively with vulnerable clients
Those still timorous and uncertain about introducing a best interest duty have a duty, themselves, to become decisive
Every company can calculate non-GAAP metrics however they want, so there’s real risk of investors and markets being misled
Overcautious courts are erecting barriers to securities class actions, even though these lawsuits are essential for maintaining the integrity and fairness of our capital markets
Read and follow your firm’s guidelines on social media use and take the necessary steps to protect yourself
Although it’s costly to upgrade key IT systems, the costs of not doing so could be much greater
Hacktivism, ideological insiders and intelligence gathering are key sources of cyberattacks threating financial services firms
Client-facing technology plays a vital role in achieving organic growth
Engage younger investors on their terms
Advisor time constraints, attrition are controllable factors
Regulatory efficiency saves costs and ultimately benefits investors
Advisors play an important role in enhancing resiliency
The best solution to the complex transition may be flexibility
In turbulent times, people need to hear from their advisors
Exceed their expectations with high-quality meetings, proactive communication and more
Make the most of tech with these tips for advisors, firms and providers
Continued growth and innovation are expected
Why one portfolio manager believes ETFs have revolutionized the investment landscape
Permanent insurance also has a host of other tax benefits
Get the inside scoop, from fund features to volatility and risk
Volatility is stressful but not novel, and ETFs can work in a jarring investing climate
An enhanced Canadian ESG identification framework is advancing on a foundation of international and domestic norms
Identify companies that understand the difference
Help clients identify companies with meaningful purpose
The increase in ESG reporting hasn’t been accompanied by improvements to society and the environment
Services include addressing investor requirements and mitigating compliance risk
Alain Brisebois of CWP Energy discusses these often-misunderstood products
Erika Toth of BMO Global Asset Management shares her thoughts on the ETF landscape
Planner-client relationships thrive on communication and confidence
We must continue to ensure the integrity of the profession, and strengthen Canadians’ trust in it
Professional planners have a vital role to play in helping underserved Canadians
Government policies must align with economic realities and demographic trends
IFIC panel discusses ESG disclosures, fund sales and international collaboration
Conference Board of Canada report details industry’s economic impact
They’re not right for all clients though, and not all advisors either
Correlated markets demand a new best practice in portfolio construction: 40/30/30
President Trump’s America First policies represent a ground shift, but it’s never a good idea to chase headlines
Draft changes risk driving up insurance premiums and making early settlement more difficult in advisor loss cases
Losses have been claimed for cryptocurrency derivatives traded without a prospectus
As more Canadians choose to work past the traditional retirement age, employers are struggling with costs and unanswered legal questions
Too many firms don't want them and too few Gen Zs care — a new York University study offers an idea
International trade is so dependent on China that a superpower trade war is just as bad as a global one