Deadlines to implement the client-focused reforms were extended, and dealers are working out how to comply with the new requirements
Canada's big banks and pension funds are leading the charge in TCFD reporting, finds a new paper
A report finds women face systemic challenges and are deterred by negative perceptions of the industry
Investment plans need to be flexible, but don't abandon tested strategies
Governance remains the top factor impacting investment decisions
Satisfaction was highest if advisors proactively contacted clients and tweaked portfolios
A persistent lack of knowledge about RI offers an opportunity for advisors to help
While the CRA has been flexible, tax professionals face challenges
More women are being appointed to board roles, but representation of visible minorities remains limited
The wealth gap, low interest rates and climate change pose major challenges