The CFA Institute outlined trends for the next decade, including product personalization and active management
Methodology for the Report Card for 2023
SRO to expand former MFDA project to all dealers in 2024
IG Wealth's latest index shows most Canadians expect a recession next year
The firm will continue to collect the same data, and funds won't be affected
Global IPOs and secondary offerings set records, at the same time as green bond issuance jumped
Meanwhile, foreign investors continued adding Canadian securities in July
Both groups ranked energy as their most bullish asset class, Q3 surveys suggest
Fees, liquidity and high valuations present hurdles for investors chasing themes
Value stocks outperformed growth stocks in the fourth quarter