News and resources for Canada's top financial advisors
Industry
Regulators are granting relief from certain CFR requirements to allow DSC sales until a ban takes effect
By James Langton |June 23, 2021
2 min read
Industry culture prizes in-person meetings to carve out deals
By Ken Sweet, The Associated Press |June 23, 2021
The change comes after nearly 10 years without an increase
By Staff |June 23, 2021
1 min read
The investment in Loop Capital allows the bank to expand its U.S. wealth management business
Many firms have new targets and strategies, but real change will take time
By Melissa Shin |June 23, 2021
8 min read
New rules increase maximum limits for issuers and investors
A judge has given PwC 60 days to sort out funds' finances before appointing lawyers to represent investors
3 min read
The funds aim to capitalize on growing demand for alternative energy
Programs aim to root out bias from customer service, but more work is needed
By Melissa Shin |June 22, 2021
5 min read
An OSC decision has allowed the platform to add Dogecoin and other cryptocurrencies
By James Langton |June 22, 2021
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.