News and resources for Canada's top financial advisors
Industry
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
By Melissa Shin |June 20, 2023
2 min read
Appeal court upholds lower court's ruling, denying class action against trustee
By James Langton |June 19, 2023
Plus, an update on RBC's infrastructure fund and Mackenzie Investments closes a few funds
By Mark Burgess |June 19, 2023
The firm will look for ways to improve employee ownership in the business, Dan Daviau said
3 min read
Like Ontario and Saskatchewan, the province will restrict use of "financial planner" and "financial advisor"
By Staff |June 19, 2023
Review to look at results of efforts to add sustainability factors to suitability, product governance requirements
By James Langton |June 16, 2023
1 min read
Regulators seek to address liquidity issues that arose amid the pandemic
StatsCan reports that offshore investors resumed corporate, federal government bond buying in April
Newer charges need approval from Bahamian authorities before proceeding in U.S.
By Larry Neumeister, The Associated Press |June 16, 2023
Regulator pursuing ban against David Singh for fraud conviction
By James Langton |June 15, 2023
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