Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, risk management, and public policy. Peter began covering markets at Multex (Reuters) ...

Barbara Friedberg is a veteran investment portfolio manager, fintech consultant, and expert investor. She is a published author of several books. Suzanne is a content marketer, writer, and ...

It’s that time of year. Yes, RRSP and tax season but also annual statement season. I have long found it curious how firms approach their annual statements, which are the most likely to be read ...

A persistent weak spot for Canada’s investment dealers has been their tools and portals tied to client account statements and reporting. But, in Investment Executive’s (IE) Brokerage Report Card for ...