News and resources for Canada's top financial advisors
Industry
Small asset size deals blow to Renaissance Global Resource Fund
By Staff |April 26, 2019
1 min read
The regulator released a strategic plan on Thursday
By Staff |April 25, 2019
2 min read
Close to one-fifth of respondents had discussed RI with their advisor
Proposed changes include a requirement to report information security breaches
NOMI Budgets uses AI to monitor spending and make budget recommendations
The program would deal with cases that don't warrant a formal disciplinary proceeding
By James Langton |April 25, 2019
3 min read
Proceeds will fund renewable energy and green building projects
By Staff |April 24, 2019
The two funds are designed to provide income while preserving capital
Talks have been ongoing for months, the Financial Times reports
The NASAA warns the tactic can be used to take advantage of clients
April 24, 2019
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