Reducing regulatory burden: An ongoing priority
Regulatory efficiency saves costs and ultimately benefits investors
Latest news in Paul Bourque
Financial advice and the resilient investor
Advisors play an important role in enhancing resiliency
- By: Paul Bourque
- November 23, 2022 November 23, 2022
- 15:00
Investment funds and the move to T+1
The best solution to the complex transition may be flexibility
- By: Paul Bourque
- September 12, 2022 September 12, 2022
- 15:00
Successful rule implementation requires industry collaboration
The delivery of policy shouldn’t be a last step
- By: Paul Bourque
- July 18, 2022 July 18, 2022
- 15:00
The importance of harmonizing title regulation
Consistency would provide clarity to investors
- By: Paul Bourque
- May 20, 2022 May 20, 2022
- 11:00
Responsible investment: Developments in disclosure and standards
Industry action will help provide clarity to investors
- By: Paul Bourque
- March 28, 2022 March 28, 2022
- 15:00
The regulatory treadmill: An industry perspective
A collaborative approach with realistic timelines would help reduce strain on firms
- By: Paul Bourque
- January 31, 2022 January 31, 2022
- 15:00
ETFs in the Covid-19 financial crisis
The funds proved their resilience during the global pandemic
- By: Paul Bourque
- December 8, 2021 December 3, 2021
- 15:00
The pandemic’s impact on the individual investor
Research points to continued commitment to saving
- By: Paul Bourque
- October 6, 2021 October 6, 2021
- 15:00
Designating beneficiaries electronically
The industry supports legislative changes made by the provinces, but there is still work to be done
- By: Paul Bourque
- July 28, 2021 July 28, 2021
- 22:44
The case for keeping our current national regulatory system
Improving the CSA makes more sense than trying to create another national regulator
- By: Paul Bourque
- June 2, 2021 June 2, 2021
- 15:30
A historic period of regulatory reform
New regulations will permanently reshape the advisor-client relationship
- By: Paul Bourque
- April 7, 2021 April 12, 2021
- 18:25
Canadian investors continue to grow wealth through investment funds
Canadian investment fund sales and AUM saw a full rebound in 2020
- By: Paul Bourque
- February 10, 2021 February 10, 2021
- 22:26
Why Canada needs a single SRO
Consolidating the MFDA and IIROC would ultimately benefit investors, writes Paul Bourque
- By: Paul Bourque
- December 9, 2020 December 10, 2020
- 15:00
How are investors responding to enhanced disclosure?
Surveys show that the introduction of Fund Facts and CRM2 reports is achieving policy objectives
- By: Paul Bourque
- October 28, 2020 October 28, 2020
- 15:53
Protecting older investors through a regulatory safe harbour
A safe harbour provision is necessary to ensure advisors act in their clients’ best interests
- By: Paul Bourque
- September 2, 2020 September 2, 2020
- 15:36
The case for self-regulation
Why SROs work well for investors and the industry
- By: Paul Bourque
- July 8, 2020 July 8, 2020
- 16:07
Canadian fund investors stay the course
Research shows investors are not susceptible to redemption runs
- By: Paul Bourque
- May 13, 2020 May 13, 2020
- 15:19
Responsible investing: a growing priority for Canadians
Clear, consistent terminology and definitions must be established
- By: Paul Bourque
- March 18, 2020 March 18, 2020
- 17:18
Regulators must clarify approach to outside business activities
Unclear rules could deter registered individuals from actively contributing to their communities
- By: Paul Bourque
- January 22, 2020 January 22, 2020
- 14:51
Canadian investors value advice
Studies show investors are largely satisfied with the advice they receive
- By: Paul Bourque
- September 18, 2019 November 10, 2019
- 16:36
Thinking outside the box: the CSA as a fintech adopter
The CSA’s renewed system project is an opportunity for the regulator to innovate
- By: Paul Bourque
- July 18, 2019 November 10, 2019
- 15:34
The value of asking clients for a trusted contact
Getting a contact name early can help advisors manage issues before they arise
- By: Paul Bourque
- May 15, 2019 November 10, 2019
- 16:00
Applying a behavioural lens to improve financial disclosure
Research shows that behavioural insights can improve the way information is shared with investors
- By: Paul Bourque
- March 13, 2019 November 10, 2019
- 16:40
Controlling the cost of regulation is a must
Regulators need to introduce systemic changes that will control the growth of regulation, improve regulatory efficiency and reduce the regulatory burden
- By: Paul Bourque
- January 17, 2019 November 10, 2019
- 06:00