Risk Management

Advisor's Edge

Does KYC risk assessment impede investor outcomes?

Investors cannot be solely deemed conservative, moderate or aggressive

By Mark Yamada |November 2, 2021

3 min read

Advisor's Edge

Heed the warning signs of stock market frauds

Use the fraud triangle to root out problem investments

By Al and Mark Rosen |November 2, 2021

3 min read

Advisor's Edge

Do KYC profiles match client trading behaviour?

Researchers point to new ways of assessing risk

By Mark Burgess |October 4, 2021

3 min read

Industry

iA Financial Group appoints new EVP and chief risk officer

Philippe Sarfati comes to the company from Concentra Bank

By Daniel Calabretta |September 7, 2021

1 min read

Economic Indicators

Where physical risk and financial risk meet in Canada

The destruction of leveraged assets such as housing due to extreme weather could amplify financial system losses, a report says

By James Langton |August 23, 2021

2 min read

Industry

Asset managers would benefit from U.K. regulator’s climate disclosures: Moody’s

The payoff from tougher climate disclosure outweighs the costs, a report said

By James Langton |June 28, 2021

1 min read

Industry

The risk of a sudden, severe correction remains: ESMA

Valuations are back above pre-pandemic levels in most segments, despite economic turmoil, meaning markets remain at risk

By James Langton |June 3, 2021

1 min read

Advisor's Edge

Returns, risk management and free lunches

The cost of diversification in a low-rate environment

By Mark Yamada |February 5, 2021

4 min read

Industry

BoC, OSFI launch project in face of ‘accelerating’ climate risks

The pilot will use climate change scenarios to assess risks

By Staff |November 16, 2020

2 min read

Advisor's Edge

Can you help this risk-averse client?

Advisors share strategies for working with a conservative retiree

By Michelle Schriver |June 12, 2020

3 min read

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