Letter: Plain language, not oversimplification
Don't supply investors with more readable materials, equip them with actionable insights and comparable data at the point of decision-making
- By: Harvey Naglie
- September 16, 2025 September 16, 2025
- 10:07
Don't supply investors with more readable materials, equip them with actionable insights and comparable data at the point of decision-making
An argument for doing business with smaller asset management firms, and how to get from here to there
A response to the July 31, 2025 Investment Executive article: “FSRA’s MGA Licensing proposal draws praise — and suggestions for improvement”
A response to Rhona Konnelly’s letter to the editor: “Reframing the orphan client reality”
Two report summaries from the Office of the Taxpayers’ Ombudsperson
Binding authority represents progress, but system-wide reform is still needed
The argument for a personal fiduciary certificate program
Re: Seniors rarely downsize — here’s why that’s hurting first-time homebuyers
Re: No more dealer’s choice as IFSE shuts its doors
Moving past process — the case for outcomes-based oversight in Canada
Ontario's broad definition of financial advisor could lead investors to misunderstand their advisor's primary role and capabilities
Rush to cut red tape can't endanger basic goals of transparency, investor protection
New review must be approached with urgency, transparency and a commitment to meaningful action, writes Harvey Naglie
A better solution is to start a compensation fund, writes lawyer Joseph Groia
Behavioural design is no silver bullet, writes Harvey Naglie
To be seen as professionals, advisors must be reasonable and transparent, writes John De Goey
Minimum standards for credentialing bodies, and the robust process for approving those bodies, were determined after extensive consultations, writes Huston Loke
Cited risks from collaboration with industry are unfounded, writes Paul Bourque
The industry must learn to better sense investor needs instead of reacting to regulations, writes Ken Kivenko
Disappointment rests on a mistaken presumption, writes Ian Russell
Humans can continue to adapt to the historically modest changes recently seen in our climate, writes David McGruer
In most instances, the industry has only itself to blame for the protracted and costly nature of policymaking in this country, writes Harvey Naglie
An investor advisory council would allow retail investors to speak on their own behalf and promote active dialogue between regulators and investors, writes Ken Kivenko
Rebounding equities markets and continued demand for wealth services were major factors in strong industry performance, writes Ian Russell
Strong performance in 2020 bodes well for the year ahead, writes Ian Russell