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Monday March 21, 2022
Financial news you can use
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Industry gives “thumbs down” to new capital markets act
News
Industry gives “thumbs down” to new capital markets act
Bill would alter balance between legislature and the OSC
March 21, 2022
Expanded reporting rules for bare trusts have estate practitioners uneasy
News
Expanded reporting rules for bare trusts have estate practitioners uneasy
Clients may have bare trust arrangements without being aware of them
March 11, 2022
Minimizing bias when working with clients
Building Your Business
Minimizing bias when working with clients
Assumptions based on gender, age, race and socioeconomic background can affect the way you assess clients’ goals
March 21, 2022
CSA climate disclosure consult fails to find consensus
News
CSA climate disclosure consult fails to find consensus
Commenters decried the “comply or explain” model for emissions reporting
March 21, 2022
Financial services firms in good position to weather expected market volatility
News
Financial services firms in good position to weather expected market volatility
Profit Survey: Eleven firms increased their dividends in the latest quarter
March 21, 2022
Mitigating climate risk to limit investment risk
News
Mitigating climate risk to limit investment risk
Newsmaker: New head of iShares Canada says her firm is using sustainability data to inform investment decisions
March 21, 2022
A commitment to clients and community
Building Your Business
A commitment to clients and community
Trixie Rowein made a special effort to keep in touch with clients during the pandemic while remaining active with local charities
March 21, 2022
Regulators must act now to forestall climate disaster
Comment & Insight
Regulators must act now to forestall climate disaster
Editorial: Financial regulation can play a significant role in mitigating climate change
March 21, 2022
New skills for a “new normal”
Building Your Business
New skills for a “new normal”
Advisors will need to adjust their practices to meet the future needs of clients
March 21, 2022
Tech test: How innovative is your practice?
Building Your Business
Tech test: How innovative is your practice?
Are you on the leading edge of technology or is your business falling behind? Take the quiz
March 21, 2022
Focus on Products
Broad-based ETFs or careful stock picks can work for large windfalls
Two advisors share their stock picks for large windfalls
March 21, 2022
Comment & Insight
Alberta’s rollercoaster within a rollercoaster
The premier is under attack despite a booming economy and a healthy budget
March 11, 2022
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