Section
Regulation
8 posts
More Than Compliance: Why CRM3 Is a Pivotal Trust Opportunity for Advisors
Canadian wealth management is about to undergo a seismic shift. CRM3—better known as Total Cost Reporting (TCR)—isn’t a…
August 29, 2025
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
FactSet's Elisabeth Kashner
The Scoop: Deep ETF Trends Insights
Listen on The Move In this conversation, Pierre Daillie interviews Elisabeth Kashner, Director of Global Funds Research, FactSet,…
July 23, 2024
Lithium Prices Slide Further, and Other ESG Developments and Market Shifts
According to FactSet, global lithium prices have continued to decline since mid-November, reaching $30K per ton, a level…
April 13, 2023
New Milestones for NEO Exchange
Sponsored Article New Milestones for NEO Exchange May 2, 2016 On March 27, 2015 that the NEO Exchange…
May 4, 2016
New Milestones for NEO Exchange
Sponsored Article New Milestones for NEO Exchange May 2, 2016 On March 27, 2015 that the NEO Exchange…
May 3, 2016
Beyond Flash Boys: Improving Transparency and Fairness in Financial Markets
Beyond Flash Boys: Improving Transparency and Fairness in Financial Markets by Mark Harrison, CFA, CFA Institute Are markets…
March 28, 2016
InvestorPOS' Anthony Boright: The Silver Lining of POS Regulation
Anthony Boright, President and co-Founder of InvestorPOS discusses Point of Sale regulation, Investor POS solutions, how advisors and…
April 9, 2014
Default, Deflation, and Financial Repression
by R. C. Whalen Back in March 2011, author Carmen Reinhart wrote a comment in Bloomberg describing the…
November 29, 2013