News and resources for Canada's top financial advisors
Industry
The big banks’ capital reserves, which already exceed the new requirements, will likely rise further
By Staff |June 6, 2019
2 min read
Appointees include executives from across the industry
The firm has also introduced currency-hedged versions of six U.S. equity funds
International group says firms are enabling tax evasion and other financial crimes
By Staff |June 5, 2019
Report finds not enough companies sharing "decision-useful" information
U.S. brokers will also be prohibited from using the title "adviser" with retail clients
By Marcy Gordon, The Associated Press |June 5, 2019
4 min read
The SRO will continue to develop a safe-harbour rule
3 min read
SEC says digital coins offered by Kik Interactive of Kitchener, Ont., should have been registered as securities
By Staff |June 4, 2019
Transparency, client engagement drive adoption of digital media, Cerulli finds
1 min read
A survey provides insight, as well as ideas for how advisors can help
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