Home Newspaper February 2022

February 2022

News

Conflicting case law continues to create uncertainty

Binding compensation remains a sticking point

Mutual Fund Families ranking: Energy, bank and real estate equities also performed well in 2021

Advocates and industry agree: Think bigger about the IAP

Newsmakers: Manulife’s chief investment strategists emphasize market defence with fixed income

Building Your Business

Paper forms and “wet” signatures are being replaced by efficient digital systems that interact with CRM software

AI is in everything from your mobile phone to your car. The tech also should be a part of your financial advisory business

Recent volatility should not deter clients from adding technology to their portfolios.

While advisors remain skeptical, ETF providers, institutional investors and regulators are giving cryptocurrency an air of legitimacy

From digital ledger to the metaverse, these innovations are already transforming business processes

Focus on Products

Two portfolio managers discuss how to invest windfalls for wealthy clients

It was a rough year for the “most uncorrelated asset class”

Comment & Insight

Buyers from expensive markets are drawn by the city’s lower prices and laid-back lifestyle

Editorial: Closing the gap between insurance and securities rules removes a tangible risk for clients