Perspective

David Reeve

Meeting new KYP requirements without restricting shelves

October 1, 2021 David Reeve
a man interrupts a cascade of falling dominoes
Tashia Batstone

Tech is a force for transformation, inclusion

September 28, 2021 Tashia Batstone
man using mobile phone
Ellen Bessner

Regulatory settlement? Inform yourself!

September 17, 2021 Ellen Bessner, Aaron Gold
man working on laptop
Ian Russell

The challenge to differentiate wealth services

September 15, 2021 Ian Russell
wood chess pieces surrounding red piece
The Canadian Derivatives Institute

Hedging against climate risks using weather derivatives

September 10, 2021 The Canadian Derivatives Institute
Susan Silma

How you hold yourself out to clients matters

September 8, 2021 Susan Silma
client meeting
Columns

Conservative victory looking more realistic

September 7, 2021 Gord McIntosh
Voter on a Canada flag background.
Mary Hagerman

A candid look at an advisor’s ETF portfolio

September 7, 2021 Mary Hagerman
donation
Pat Dunwoody

Dipping your toe in crypto? Consider using ETFs

September 7, 2021 Pat Dunwoody
Jamie Golombek

Ottawa mulls disbursement quota changes

August 25, 2021 Jamie Golombek
donation
Columns

Election nobody seems to want could still be important

August 17, 2021 Gord McIntosh
Dustyn Lanz

An advisor’s short guide to greenwashing 

August 10, 2021 Dustyn Lanz
confused man