Tag: CFA Institute

BLG’s Resource Corner

Our colleagues at BLG have written a number of articles we thought might interest our readers, including the following: CFA Institute & Canadian Securities Administrators Release ESG Investment Disclosure Standards T3 Trust Reporting Rules – CRA Update for 2021...

Bulletin | Summer – We’re Halfway There! Edition | June 2021

In this bulletin: Giving the Green Light to ESG Disclosure – CFA Institute Publishes Draft ESG Disclosure Standards for Investment Products Social Media and Market Manipulation MFDA’s Initiative on Improving Client Account Transfers – Will CSA Follow Suit? Outside...