Advisors still lagging in ESG adoption
The debate about the benefits of responsible investing persists
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
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
Interest rate hikes have made conservative fixed-income funds more rewarding
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
Natasha Knox uses her training in financial therapy to help clients become aware of their attitudes toward money
ETF launches attract attention but not all funds survive
