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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.
report on business
How the crypto crash exposed the sector’s lies – and left retail investors in the lurch
FILE PHOTO: The logo of Crypto.com is seen at a stand during the Bitcoin Conference 2022 in Miami Beach, Florida, U.S. April 6, 2022. REUTERS/Marco Bello/File Photo
report on business
PSP Investments to cut greenhouse emission assets by 25% by 2026
Canada faces a gap of 200 megatonnes – or 38 per cent – between its greenhouse gas reduction target for 2030 and the level that would be reached through federal and provincial actions to slash emissions that have been announced so far, government sources say.
investment ideas
Crypto meltdown is wake-up call for many, including U.S. Congress
Sen. Kirsten Gillibrand, D-N.Y., speaks during a news conference May 5, 2022, on Capitol Hill in Washington.
your practice
How a bear market will affect advisors who want to switch firms
File Number: 701782 Stock Deal. Handshake in front of stock certificates. Men shaking hands. Credit to Steve Rabin / istockphoto (Royalty-free)
report on business
Investors pile into Canadian cryptocurrency ETFs even as sector loses US$1-trillion in value globally so far in 2022
ISTANBUL, TURKEY - OCTOBER 19: Gold Bitcoins are seen in the window of a Bitcoin and cryptocurrency exchange office on October 19, 2021 in Istanbul, Turkey. The number of Bitcoin and cryptocurrency exchanges have increased across Istanbul as cryptocurrency investing continues to boom in Turkey. Many investors see cryptocurrency's growth as a shelter against inflation and the depreciating Lira. Turkey's Lira has lost 20% of it's value this year as Bitcoin approaches it's all time high on the back of today's historic debut of the first Bitcoin futures ETF on the NYSE. (Photo by Chris McGrath/Getty Images)
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
advisor etfs
Fund industry heavyweights muscle in on ETF market
A trader works on the trading floor at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., May 19, 2022. REUTERS/Andrew Kelly
advisor mutual funds
How falling mutual fund fees are raising the bar for the investment industry
Portfolio and wealth management with risk diversification concept : Small paper cartons / boxes of financial instruments i.e ETFs, REITs, stocks, bonds, mutual funds and commodities, on a wood table.
advisor mutual funds
Four rules to see beyond product marketing in responsible investing
FILE - In this Oct. 22, 2007 file photo, a Waste Management worker picks up trash in a Spring, Texas. Waste Management Inc. is expanding its eastern U.S. position by paying $3 billion for rival Advanced Disposal Services. The nation’s largest private collector of trash and recycling will pay $33.15 per share for Advanced Disposal, marking a 22 percent premium for the stock. It is also taking on $1.9 billion of the company’s debt. (AP Photo/David J. Phillip, File)
investment ideas
Stock and bond divergence offers hope for battered 60/40 portfolio
A trader works on the trading floor at the New York Stock Exchange (NYSE) on May 20.