News and resources for Canada's top financial advisors
Industry
DIY plus fee-only planning was the choice for one millennial
By Leah Golob, The Canadian Press |June 29, 2021
3 min read
Former RBC CEO Gordon Nixon and AGF Management Ltd. co-founder C. Warren Goldring are on this year's list
By Staff |June 29, 2021
1 min read
Rod Walsh and Matthew McDowell are joining the independent firm
Ex-rep admitted to misappropriating money and undisclosed borrowing from a client
By James Langton |June 29, 2021
2 min read
The RCMP alleges a former rep engaged in unauthorized trading and secret commissions
By James Langton |June 28, 2021
The latest report to investors shows the majority of funds' assets have yet to be classified
Sublets, which flooded the market during the pandemic, are now in demand
By The Canadian Press |June 28, 2021
The CFA's proposed disclosures should help advisors, but others may try to go further with product certification
By Mark Burgess |June 28, 2021
6 min read
The deal is the latest in a string of purchases that will bring the firm's U.S. assets to US$68 billion
By Staff |June 28, 2021
The payoff from tougher climate disclosure outweighs the costs, a report said
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