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Week of January 23, 2019
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Special Reports
Outlook 2019: Financial services industry facing many challenges
The overaching theme for the coming year is uncertainty

Building Your Business
Headwinds approaching
The financial services industry faces many challenges this year, including slowing growth, rising interest rates and changes to the regulatory framework

Building Your Business
A disruptive force
The Ontario government, elected last June, has a policy of deregulation in general, but also is willing to interfere with policy-making directly

Building Your Business
Gradual shifts in the fund industry
As ETFs' explosive growth in AUM continues, expect more actively managed ETFs and lower fees. While mutual funds' massive AUM dominates - for now - both types of investments have a place in client portfolios

Building Your Business
Consolidation on the horizon
Squeezed by rising operations costs, heavier compliance burdens, shifting client expectations and tougher competition, independent asset-management firms increasingly are open to fielding attractive offers of sale or merger

Building Your Business
Interest rates point to bleak outlook
A flat yield curve — or, worse, an inverted one — will make business for banks, life insurance companies and utilities more difficult. Either curvature also is a sign of poor business conditions ahead

Building Your Business
Don't expect major tax reform
Tax specialists anticipate narrowly targeted changes, as opposed to broad-based tax cuts, in the upcoming federal budget as the Liberals prepare for an election

Building Your Business
Will clients embrace alternatives?
New class of mutual funds gives investors access to defensive strategies such as short selling, leveraging and use of derivatives

Building Your Business
Financial planning's persistent rise
As retiring baby boomers need help with their increasingly complex finances, planning becomes more critical

Building Your Business
Embracing behavioural finance
Helping clients identify how emotion affects their decision-making process regarding investing will become even more important if stock markets or the economy take a turn for the worse this year
January 21, 2019

Building Your Business
Catching the RI wave
Although institutional investors have long embraced ESG factors, retail assets in RI-branded funds have tripled since 2015
January 21, 2019

Appointment Notices
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