Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
Nearly 400 funds have been classified under six responsible investing categories
Greatway must also send its universal life policyholders information to assist them in assessing the policy's appropriateness
Data from Morningstar Direct shows that more than 2,000 U.S. mutual funds closed over the past 10 years
Meanwhile, eliminating student loan interest would cost $2.7 billion over five years, the Parliamentary Budget Officer finds
Here’s the status of proposals that matter to your clients
ETF investors' tax bills for the 2022 tax year could be higher than under the previous formula
Tips (and costs) for an accessible home
Bill C-32 delays enhanced reporting requirements for trusts, but would implement a new tax credit, the surtax on banks and insurers, and more
The update did not provide details on measures set to take effect soon
Investing in the commodity is a "generational opportunity," even amid ESG trends, the manager said