News and resources for Canada's top financial advisors
Industry
Companies aren't doing enough to align portfolios, engage with companies and policymakers
By Maddie Johnson |August 1, 2023
2 min read
Regulator insists cryptoassets were securities, despite efforts to skirt that designation
By James Langton |July 31, 2023
Securities industry association expresses concerns with planned changes
By James Langton |July 27, 2023
Trio was recognized with award of merit
By Staff |July 27, 2023
1 min read
Report on industry conflicts to be published soon with CSA, CIRO
3 min read
Clients were invested in a fund that was too risky given their profiles
At issue is the financing of fossil fuel expansion projects
By The Canadian Press |July 27, 2023
BCSC sanctions offside online influencing
Only about one-third of Canadians said they would use CBDCs, according to a CFA Institute survey
By Maddie Johnson |July 26, 2023
Proposed rules would require firms to identify and combat conflicts built into technologies
By James Langton |July 26, 2023
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