Fees, liquidity and high valuations present hurdles for investors chasing themes
Bonds and equities continued to offset each other during recent market volatility
The U.S. is expected to achieve herd immunity by May, but global immunity won't be seen until 2023
Assets are growing, but market share is stagnant
Investors, industry pan the OSC's DSC preservation proposals
Investors need more consistent, useful disclosures
Almost three-quarters of Canadian sustainable funds placed in the top half of their peers, according to Morningstar
Research points to inadequate conflicts regulation, among other shortcomings
Deal values ESG firm at €170 million
With the acquisition, the firm expands its financial-planning capabilities for advisors