Ontario joins DSC ban
The province changed its position based on “overwhelming” support for a harmonized ban
The province changed its position based on “overwhelming” support for a harmonized ban
The dramatic increase in the price of Bitcoin has intrigued many clients
The ESG investing space has become increasingly susceptible to marketing hype
Oricia Smith, president of SLGI Asset Management, holds her firm to a high standard
The lines have blurred between what constitutes an index and what is simply another active investment strategy
Despite a tumultuous 2020, most firms received positive ratings from their advisors in this year’s Report Card
How investment advisors rated their firms
While AUM was up, overall productivity has declined from 2020
More advisors are reporting discretionary assets under management, and firms are investing in discretionary platforms
How advisors and firms have adapted to working from home
Paying attention to advisor feedback remains crucial for firms
Fewer advisors report having a succession plan in place this year, but advisors who have a plan are happy with their firms’ support
Firms’ ratings varied widely as some struggled to adopt e-signatures
Portfolio managers warn that economic optimism could be inflating equities valuations
With the court system backlogged, older clients may want to split up on good terms
Editorial: The challenge for the industry is to devise a revolutionary new way to serve clients
Alberta’s premier faces widespread disapproval — among both voters and members of his own caucus
