The mixed results show firms still have a long way to go to meet Paris Agreement targets
While the 2024 outlook is stable, the rating agency warned about impairments from private credit and real estate investments
Banks, insurance firms and practice management software providers have launched generative AI tools for financial advisors and retail customers
Financial advisors less likely to recommend investing in crypto assets this year compared to last year
High bond yields and weak forecast for equities make conservative portfolios more attractive
Financial advisors must understand their clients' motivations before shaping their behaviour
Open banking could be a win for wealth managers
Understanding a client’s motivations goes a long way to helping them achieve long-term goals
Experts want a straightforward eligibility criteria and clarity on provincial clawbacks
End of zero-rate era has “profound” implications for fixed-income strategy