News and resources for Canada's top financial advisors
Est. 1998
Market Insights
There's no one way to perform ESG integration, but a definition is forthcoming
By Melissa Shin |June 8, 2023
3 min read
Industry
The change is one of five updates to the CFA program aimed at making the charter more practical
By Melissa Shin |March 20, 2023
Asset managers representing US$11.2 trillion in AUM have signed the code
By Staff |February 1, 2023
1 min read
However, gaps remain between what's important to retail investors and how well advisors are delivering
By Daniel Calabretta |April 21, 2022
2 min read
Asset managers representing US$2.5 trillion in AUM are among the organizations to sign the code
By Staff |March 22, 2022
In Canada, the code requires that organizations commit to embracing Indigenous reconciliation
By Melissa Shin |February 24, 2022
Advisor's Edge
Regulators are asking if ESG funds are doing what they're supposed to. Clients may be asking, too.
By Mark Burgess |October 4, 2021
Naming standards and minimum requirements are needed for disclosure to help advisors, the fund group said
By Mark Burgess |July 14, 2021
The CFA's proposed disclosures should help advisors, but others may try to go further with product certification
By Mark Burgess |June 28, 2021
6 min read
Credentialing bodies have announced changes
By Staff |August 7, 2020
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