Values-based conversations key to ESG investing and KYC requirements
An RIA panel discussed the challenges and opportunities of integrating ESG considerations into know-your-client procedures
- By: Daniel Calabretta
- June 13, 2022 June 13, 2022
- 11:28
Top Stories in News
Demise of ultra-long bond signals strong budget conditions: NBF
Reduced government financing needs underlies shifts in issuance
- By: James Langton
- June 10, 2022 June 10, 2022
- 16:15
Pandemic didn’t accelerate retirement after all: BMO
Changes to office life look permanent, but shifts in workforce do not
- By: James Langton
- June 10, 2022 June 10, 2022
- 16:05
Don’t get too far into the weeds of ESG terminology
Whether the label is 'responsible' or 'sustainable' investing, focus on the approaches and not the title, an RIA conference speaker said
- By: Greg Meckbach
- June 10, 2022 June 10, 2022
- 13:36
Industry News
Canadian unemployment falls to 5.1%
‘The Canadian economy is operating beyond full employment,’ TD economist says
- By: The Canadian Press
- June 10, 2022 June 10, 2022
- 11:57
Research and Markets
Emerging markets a bright spot for sustainable bonds
Global issuance stunted by market headwinds, but EM issuers thrive: Moody's ESG
- By: James Langton
- June 10, 2022 June 10, 2022
- 11:54
U.S. inflation hit a new 40-year high last month of 8.6%
The figure will heighten pressure on the Federal Reserve to continue raising rates aggressively
- By: Christopher Rugaber, The Associated Press
- June 10, 2022 June 10, 2022
- 11:44
Banks’ lending retreat stokes systemic risk: Moody’s
The search for yield is driving the surge in non-bank lending
- By: James Langton
- June 10, 2022 June 10, 2022
- 11:29
MX to end pandemic-related relief
Compliance accommodations adopted in March 2020 will expire June 30
- By: James Langton
- June 9, 2022 June 9, 2022
- 16:34
From the Regulators
CSA proposes derivatives data reporting reforms
Harmonization comes against the backdrop of ongoing post-crisis effort to close data gaps
- By: James Langton
- June 9, 2022 June 9, 2022
- 15:44
Prepare for riskier, more volatile future, Poloz says
Clients face a "rising tide" of risk in the coming years, the former BoC governor said at Franklin Templeton's symposium
- By: Michelle Schriver
- June 9, 2022 June 9, 2022
- 15:42
Market risks are high, and rising: ESMA
Russia's invasion of Ukraine a key catalyst to an array of risks
- By: James Langton
- June 9, 2022 June 9, 2022
- 13:36
Private credit fuels rise of alt managers: Moody’s
Growth in private equity and private credit are mutually reinforcing
- By: James Langton
- June 9, 2022 June 9, 2022
- 13:32
Gold prices lift S&P/TSX composite, U.S. stock markets also rise
The S&P/TSX composite index climbed 244.33 points to 32,000.10
- By: Daniel Johnson, The Canadian Press
- December 22, 2025 December 22, 2025
- 17:03
Opinion: ETF investing in 2026
After a record-breaking year for new product launches, old-fashioned strategies are still a solid choice for portfolios
- By: Amin Barakat
- December 22, 2025 December 22, 2025
- 12:48
A tariff exemption was Canada’s salvation in 2025. It’s ‘absolutely’ at risk in 2026
Officials are preparing for a review of the Canada-U.S.-Mexico trade agreement in 2026
- By: Craig Lord, The Canadian Press
- December 22, 2025 December 22, 2025
- 08:24
Dramatic increase in Fintrac fines coming, but their effectiveness is less clear
The increase is part of an effort to beef up anti-money laundering measures
- By: Ian Bickis, The Canadian Press
- December 22, 2025 December 22, 2025
- 08:12
SEC sanctions Canadian over pump-and-dumps
Accountant allegedly found assets used to lure investors to schemes
- By: James Langton
- December 19, 2025 December 19, 2025
- 15:39
Executive banned in failed real estate scheme
OSC forgoes monetary sanctions, amid bankruptcy, ongoing litigation
- By: James Langton
- December 19, 2025 December 19, 2025
- 14:56
Tech roundup: Toronto-based wealthtech expands to Montreal, NYC
Plus, a new TD partnership, and Toronto fintech becomes dark pool partner
- By: Jonathan Got
- December 22, 2025 December 22, 2025
- 08:00
Industry moves: Michelle Connolly joins Q Wealth
Plus, Raymond James gains Richardson advisor, and promotions at BMO, CI GAM, Wellington-Altus and more
- By: Alisha Hiyate
- December 19, 2025 December 19, 2025
- 16:50
ASC extends safe harbour regime to climate-related disclosures
Provincial regulator can halt trading when misinformation circulates
- By: Jonathan Got
- December 19, 2025 December 19, 2025
- 10:47
Industry moves: Richardson Wealth, CIBC Wood Gundy and CI Assante score veteran teams
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
- By: Alisha Hiyate
- October 3, 2025 November 12, 2025
- 17:39
Industry moves: John MacIntyre named chair of TD Bank
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
- By: Alisha Hiyate
- August 4, 2025 August 1, 2025
- 00:33
Industry moves: Huston Loke leaves FSRA
Plus, moves at BMO Private Wealth, Fiera Capital and CIBC GAM
- By: Alisha Hiyate
- July 18, 2025 July 18, 2025
- 17:06
Investment fund sales, assets climbed in November: SIMA
Mutual fund, ETF AUM rose for the seventh consecutive month
- By: Noushin Ziafati
- December 19, 2025 December 19, 2025
- 11:58
Product roundup: Ardian brings evergreen PE fund to Canada
Plus, other product launches and news, including more ESG fund terminations
- By: Noushin Ziafati
- December 15, 2025 December 16, 2025
- 11:29
The ETF year in review
More than 300 new products landed in 2025 — a new record
- By: Rudy Luukko
- December 12, 2025 December 12, 2025
- 13:24