By: David Christianson Posted: 01/4/2020 3:00 AM  This is the time of year when I often write to you about the huge benefits available to you by setting specific, measurable goals for your money and your life. Today is a little different. I want to help focus you more on your “why” rather than your “what” and […]

Should clients stay the course, exit the market or review their asset mix? By: Dwarka Lakhan Source : Investment Executive January 17, 2020 Investors are in for a challenging year as they try to balance the risk of escalating global uncertainty with the prospect of capitalizing on potentially strong growth in equities markets. Portfolio managers interviewed […]

With the concept of a national regulator in limbo, the CSA plans to review the self-regulatory structure By: James Langton Source : Investment Executive January 17, 2020 Regulators faced a fundamental rethink in 2019, as policy-makers shifted from enhancing investor protection to reducing compliance costs. In the year ahead, an array of bigger-picture issues is on […]