Op Eds
2024
Investment funds industry bucks Canada’s low-productivity trend (October 7, 2024)
Financial literacy is a shared responsibility. Let’s get it right (August 12, 2024)
Building trust with fee transparency (June 17, 2024)
Canada’s investment funds industry can lead in diversity (April 22, 2024)
Mutual fund and ETF assets grew in 2023 amid investor caution (February 26, 2024)
2023
Regulatory issues for fund industry not unique to Canada (December 4, 2023)
Help clients understand fees ahead of total cost reporting (October 6, 2023)
Championing improved investor outcomes (August 28, 2023)
Stay tuned in 2023 for key industry developments (May 15, 2023)
Reducing regulatory burden: An ongoing priority (January 25, 2023)
2022
Financial advice and the resilient investor (November 23, 2022)
Investment funds and the move to T+1 (September 12, 2022)
Letter: Policy implementation shouldn’t be a partisan issue (September 7, 2022)
Successful rule implementation requires industry collaboration (July 18, 2022)
The importance of harmonizing title regulation (May 20, 2022)
Responsible investment: Developments in disclosure and standards (March 28, 2022)
The regulatory treadmill: An industry perspective (January 31, 2022)
2021
ETFs in the Covid-19 financial crisis (December 8, 2021)
The pandemic’s impact on the individual investor (October 6, 2021)
Designating beneficiaries electronically (July 28, 2021)
A historic period of regulatory reform (April 8, 2021)
Canadian investors continue to grow wealth through investment funds (February 11, 2020)
2020
Why Canada needs a single SRO (December 9, 2020)
How are investors responding to enhanced disclosure? (October 28, 2020)
Protecting older investors through a regulatory safe harbour (September 2, 2020)
The case for self-regulation (July 8, 2020)
Canadian fund investors stay the course (May 13, 2020)
Responsible Investing: A Growing Priority for Canadians (March 19, 2020)
Regulators must clarify approach to outside business activities (January 22, 2020)
2019
Targeting Regulatory Burden – Today and Tomorrow (December 2019)
Canadian investors value advice (September 18, 2019)
Thinking outside the box: the CSA as a fintech adopter (July 18, 2019)
The value of asking clients for a trusted contact (May 15, 2019)
Applying a behavioural lens to improve financial disclosure (March 13, 2019)
Controlling the cost of regulation is a must (January 17, 2019)
2018
Leveraging behavioural economics research to enhance disclosure (November 15, 2018)
Both mutual funds and ETFs can help achieve clients’ goals (September 13, 2018)
Protecting older clients a critical task for advisors (July 19, 2018)
Regulation of financial planners presents a great opportunity (May 17, 2018)
