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Secret shopper survey finds reluctance to discuss ESG with clients

While some advisors are interested in sustainability, firms may place less importance on the issue

Canada
Montreal
Quebec
Ottawa
Ontario
Canadians
Canadian
Gillian-livingston
Jameson-berkow
Erica-alini
Maria-maisuradze
Stephen-hoffman

Why clients may be feeling anxious this tax season

Many young people still misunderstood late-filing penalties and the need to file

Canada
Ottawa
Ontario
Calgary
Alberta
United-states
Montreal
Quebec
Canadians
America
Canadian
Helen-burnett-nichols

Why biodiversity is the newest wave for ESG

Stephen Takacsy of Lester Asset Management says a new biodiversity fund will exclusively concentrate on pure green themes instead of companies that merely dabble in green initiatives

Quebec
Canada
Montreal
Canadians
Canadian
James-newcombe
Chris-warner
Brooke-thackray
Saira-peesker
David-milstead
Helen-burnett-nichols
Brenda-bouw

Why investors are weighing risk, liquidity and yield in their product choices

Evolve Funds’ Raj Lala explains why high-interest savings account ETFs inflows are growing even though lower yields are expected this year

Vancouver
British-columbia
Canada
Quebec
Canadians
Canadian
Alison-macalpine
David-barr
Raj-lala
Helen-burnett-nichols
Pablo-fuchs
Tim-cestnick

How advisors are engaging younger clients with fewer assets

While their assets currently make up a smaller part of the market share, millennials are still in a position for long-term growth

Winnipeg
Manitoba
Canada
London
City-of
United-kingdom
Sam-lichtman
Jarrett-holmes
Heather-rogers
Cerulli-associates
Rogers-group
Nesbitt-burns-inc

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