News and resources for Canada's top financial advisors
Industry
A report from the Family Entreprise Foundation offers ideas to prepare the next generation
By Staff |June 15, 2023
1 min read
Regulating ESG rating providers is part of the new measures
By James Langton |June 15, 2023
2 min read
Financial planning can help ease inflation-fuelled anxiety, the research found
By Maddie Johnson |June 15, 2023
3 min read
Demand for minority directors expected to increase as transparency improves
Digital disability tax credit application is intended to simplify the process
By Rudy Mezzetta |June 14, 2023
CIRO says rep failed to meet gatekeeper obligations by ignoring suspicious trading
By James Langton |June 14, 2023
Venture exchange plans series of initiatives to enhance appeal of public listing
Proposed deal ends with standstill agreement and executive changes
By Mark Burgess |June 14, 2023
Plus other moves within the industry this week
By Katie Keir |June 13, 2023
Proxy advice grounded in market input and client demand, firm says
By Staff |June 13, 2023
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