Industry News

Industry

CFA Institute launches ESG credential globally

New certificate focuses on incorporating ESG into investment analysis

By James Langton |March 15, 2021

1 min read

Industry

CI acquires Atlanta-based firm Brightworth

The firm manages US$4.7 billion for HNW clients

By Rudy Mezzetta |March 15, 2021

1 min read

Industry

RF Capital dismisses Canaccord’s $367-million takeover offer

The proposal isn't in the best interests of the company's shareholders, advisors and clients, the firm said

By Mark Burgess |March 15, 2021

3 min read

Industry

Canada Revenue Agency locks 800,000 accounts

The tax agency has cited possible email phishing schemes

By The Canadian Press |March 12, 2021

1 min read

Industry

FINRA tackles the problem of repeat offenders

SRO adopts rule changes to enhance investor protection

By James Langton |March 12, 2021

1 min read

Industry

Wealthsimple’s peer-to-peer app goes national

The beta version of the product launched in November 2020

By Staff |March 12, 2021

1 min read

Industry

Young Canadians ready to focus on finances

Pandemic job losses remain a challenge, however

By Staff |March 12, 2021

1 min read

Advisor's Edge

Five ways Covid-19 has permanently changed wealth management

From office space to regulation, the industry has been forced to innovate

By Mark Burgess |March 12, 2021

13 min read

Industry

Green bonds to bounce back in 2021: Moody’s

Greater awareness of ESG risks will spur growth, according to a report

By James Langton |March 11, 2021

2 min read

Industry

OSFI seeks comment on final Basel III reforms

Regulator aims to enhance resilience, risk sensitivity of post-crisis rules

By James Langton |March 11, 2021

1 min read

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