Home Newspaper Mid-October 2022
Mid-October 2022 cover

Mid-October 2022

Advisors’ Report Card

The debate about the benefits of responsible investing persists

Report Cards show financial advisors headed into the market volatility with a buffer

Despite creating additional work for advisors, the new rules aren't affecting business processes significantly

Mutual fund usage among dealer advisors remains high, but fell between 2021 and 2022

Report Card series reveals advisors still value business freedom and strong leadership

Maintaining shelf flexibility and offering adequate product information are key components

Survey respondents cite positive DE&I initiatives, but admit there's room for improvement

How advisors across the financial industry rated their segments on average

Methodology for the Advisors’ Report Card 2022

Comment & Insight

Build Nova Scotia and Invest Nova Scotia will replace five existing agencies

Editorial: Regulatory secrecy prevented public scrutiny of the planned transformation — including concessions made to dealers to earn support for the merger

Focus on Products

Interest rate hikes have made conservative fixed-income funds more rewarding

News

Simple arrangements such as joint bank accounts could be caught

Province debates scrapping product-focused approach to advisor title standards

How the new self-regulatory organization will handle fees, advisor incorporation, rule harmonization and more

ETF Guide 2022

ETF launches attract attention but not all funds survive

Building Your Business

Natasha Knox uses her training in financial therapy to help clients become aware of their attitudes toward money