PROTECTING AGING CLIENTS There are a few undeniable facts that, when combined, will profoundly impact the Canadian population and the financial industry. ...
HILLSDALE INVESTMENT MANAGEMENT – CFA SOCIETY TORONTO RESEARCH AWARD The winners of the 2023 Hillsdale Investment Management – CFA Society Toronto Research Award are Wei Opie, Deakin University (Australia), and Steven J. Riddiough, University of ...
ONTARIO INSTRUMENT 45-507 On October 25, 2022, the Ontario Securities Commission (OSC) announced a Self-Certified Investor Prospectus ...
THE EVOLUTION OF THE CFA PROGRAM Soon after Margaret Franklin, CFA, became the President and CEO of CFA Institute, the COVID-19 pandemic struck, accelerating the shift to smaller test ...
EXPLORING THE FUTURE OF WORK IN INVESTMENT MANAGEMENT As we have settled into the new normal of a post-pandemic world, we want to shine a spotlight on CFA Institute’s series of ...