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inside the market
Wednesday’s analyst upgrades and downgrades
The French version of the COGECO website is seen in Montreal on Wednesday, September 2, 2020. Cogeco Inc. and Cogeco Communications Inc. are facing a $10.3-billion offer that would see its U.S. business scooped up by a New York cable company and its Canadian assets head to long-time shareholder Rogers Communications Inc. THE CANADIAN PRESS/Paul Chiasson
opinion
A stronger U.S. dollar might hit emerging economies harder this cycle
David Lubin
investor newsletter
The truth about how young investors can be successful. Plus, the Canadian banks that short sellers are targeting the most
FILE PHOTO: Revlon signage is seen on display in a Boots store in London, Britain, June 16, 2022. REUTERS/Hannah McKay
advisor news
What to consider when deciding to renounce U.S. citizenship for tax purposes
FILE - In this Aug. 30, 2018, file photo, a new citizens holds an American flag and passport during a naturalization ceremony at the U.S. Citizenship and Immigration Services Kendall Field Office in Miami. A growing number of Americans say immigration should remain the same or be increased since the Trump administration ramped up immigration enforcement. That's according to the General Social Survey, which has also found a growing partisan divide on the topic. The poll shows 34 percent of Americans want immigration to be reduced, down from 41 percent in 2016. It's the first time since the question was asked in 2004 that more Americans want immigration levels to stay the same than to be reduced. (AP Photo/Wilfredo Lee, File)
your practice
Pushback against ESG, claims of greenwashing have ‘some legitimacy,’ but will help improve transparency
FILE PHOTO: An aerial view shows a power-generating windmill turbine in the middle of rapeseed fields, in Saint-Hilaire-lez-Cambrai, France, May 7, 2021. Picture taken with a drone. REUTERS/Pascal Rossignol/File Photo
canada
Ontario Premier Doug Ford’s new cabinet to be sworn in on Friday
Ontario Premier Doug Ford, accompanied by his wife Karla, waves at the podium during his Ontario PC Party provincial election night watch party at the Toronto Congress Centre in Etobicoke, Ontario, Canada June 2, 2022. REUTERS/Chris Helgren
inside the market
Why this money manager is diversifying his portfolio with cash
illustration of Bryden Teich for The Mover. June 18, 2022. Illustration by Joel Kimmel
investor education
Ask Nancy: Should I sell my stock portfolio and sit on cash to weather the market meltdown?
analysis
The CFA – Wall Street’s toughest qualification – struggles to regain stature
To obtain the CFP designation, candidates must pass a national exam, as well as meet education and work experience criteria.
your practice
What to watch out for when aging clients face dementia
Senior Adult Couple Going Over Papers in Their Home with Agent.
advisor mutual funds
ESG’s legal showdown: ‘There’s nothing to suggest DWS is a one-off’
FILE PHOTO: The new logo of Deutsche Bank's DWS asset management business is pictured at its headquarters in Frankfurt, Germany, March 19, 2018. REUTERS/Ralph Orlowski
analysis
Can financial institutions agree on a plan to phase out carbon-intensive assets?
A flare stack lights the sky from an oil refinery in Edmonton on December 28, 2018. The Ontario Teachers' Pension Plan Board is setting interim targets to curb greenhouse gas emissions tied to its multi-billion dollar portfolio. Canada's largest single-profession pension plan says it aims to slash the carbon intensity of its investments by 45 per cent by 2025 and by two-thirds by 2030, compared against its 2019 baseline. The targets come after the fund announced earlier this year a commitment to achieve net-zero greenhouse gas emissions by 2050. Big institutional investors have been under mounting pressure in recent years to invest in clean energy and sell off financial assets that contribute to climate change. THE CANADIAN PRESS/Jason Franson
investment ideas
The funds making moolah from messy crypto markets
Representations of the Ripple, Bitcoin, Etherum and Litecoin virtual currencies are seen on a PC motherboard in this illustration picture, Feb, 14, 2018.
your practice
How the investment industry can prepare for a rise in client complaints amid the market downturn
Angry young couple complaining, bad contract terms, outraged man arguing with manager or realtor, upset woman holding documents with stats, contract, dissatisfied clients demanding compensation