A CFA Institute report details what makes a diversity strategy successful
IIROC's guidance on CFR requirements should include more information on risk, dependants and ESG, submissions say
Naming standards and minimum requirements are needed for disclosure to help advisors, the fund group said
New certificate focuses on incorporating ESG into investment analysis
The new standards will "weave together" ESG developments from around the world, says Brian Minns
The proposal aims to help investors examine products' objectives
FP Canada and CFA Institute have announced changes
CFA Institute members were asked how they think the pandemic will affect capital markets
CFA Institute survey details the factors that can help advisors build better relationships
The designation qualifies as an alternative to the CSC