Project is a "first answer to what will be a series of questions" about regulatory barriers
Technology is important, but understanding client needs begins with advisors, says Jeff Macoun
Clients who invest in RRSPs should think long-term and diversify
While digital technology lends itself well to financial planning, the financial services industry faces challenges in keeping up with the rapid pace of change
Although institutional investors have long embraced ESG factors, retail assets in RI-branded funds have tripled since 2015