News and resources for Canada's top financial advisors
Industry
Canadian investors trim foreign holdings for first time since financial crisis
By James Langton |February 17, 2023
2 min read
There were shifts in Canada and the U.S. at a couple major firms
By Katie Keir |February 17, 2023
Final requirements to be released by end of Q2, take effect in 2024
3 min read
Companies breached duty of care to investors but not fiduciary duties, decision says
By James Langton |February 16, 2023
Sector faces all the risks of traditional finance, amplified by its own inherent vulnerabilities
Lenders scammed out of millions with fake assets, financial statements
1 min read
Tighter funding conditions are squeezing upstarts, benefiting traditional firms
Report recommends leveraging existing framework to enable crypto to deliver benefits as a payment mechanism
Canadian UHT “unnecessary burden,” offside USMCA: Congress member
By James McCarten, The Canadian Press |February 16, 2023
4 min read
AUM dropped 5.9%, net outflows in retail wealth management were $1.6 billion year over year
By Staff, with files from The Canadian Press |February 16, 2023
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