News and resources for Canada's top financial advisors
Industry
U.S. research finds that benchmarks matter in fund performance reporting
By James Langton |September 19, 2022
2 min read
Banks are building trust by becoming general resources for clients
By Ian Bickis, Canadian Press |September 19, 2022
4 min read
Disregarding signs of suspicious trading amounts to failed gatekeeper responsibilities, settlement says
The central bank is taking the step to support the European Union's climate goals
By The Associated Press |September 19, 2022
Significant product changes offer opportunities to engage clients, get to know them better and address suitability
By Michelle Schriver |September 19, 2022
Fees, expenses surging ahead of IIROC-MFDA amalgamation
By James Langton |September 16, 2022
Karen McGuinness appointed as president and CEO
By Staff |September 16, 2022
Economic Indicators
Despite the drop, the statistics still represent historic highs, according to economist
By Staff, with files from The Canadian Press |September 16, 2022
1 min read
Open banking has the potential to automate onboarding, allow for fee comparison and improve risk assessments
By Greg Meckbach |September 16, 2022
Family lawyers say the pandemic manifested more in the intensity of matters than in the volume of cases
By Michael McKiernan |September 16, 2022
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